+48.4%
ENTG vs BBWI
-44.4%
+92.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.8% |
| 7D | +8.9% | +1.6% | +7.4% | +8.3% |
| 30D | -7.2% | -6.2% | -1.0% | -5.8% |
| 3M | +6.4% | +4.3% | +2.1% | +3.0% |
| 6M | +25.7% | -7.2% | +32.8% | +25.3% |
| YTD | +67.9% | -3.0% | +70.9% | +62.8% |
| 1Y | +72.4% | -30.8% | +103.1% | +90.2% |
| 3Y | +48.4% | -43.4% | +91.8% | +64.4% |
| All | +48.4% | -44.4% | +92.9% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BBWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling