+782.9%
ENTG vs BDX
+59.3%
+723.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.8% |
| 7D | +1.2% | -3.2% | +4.3% | +2.6% |
| 30D | -12.9% | -2.5% | -10.3% | -12.0% |
| 3M | -3.1% | +21.4% | -24.5% | -13.3% |
| 6M | +21.0% | +10.4% | +10.6% | +13.1% |
| YTD | +67.0% | +18.8% | +48.2% | +50.8% |
| 1Y | +68.6% | +21.7% | +46.9% | +50.1% |
| 3Y | +48.6% | -10.0% | +58.6% | +50.8% |
| 5Y | +18.6% | -1.8% | +20.4% | +13.0% |
| All | +782.9% | +59.3% | +723.6% | +555.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 10y: compounded portfolio wealth divided by compounded BDX 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…
10y analysis · Full analysis span regression · 6 months rolling