+68.6%
ENTG vs BDX
+22.7%
+45.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +2.2% |
| 7D | +1.2% | -3.2% | +4.3% | +1.1% |
| 30D | -12.9% | -2.5% | -10.3% | -12.9% |
| 3M | -3.1% | +21.4% | -24.5% | -6.0% |
| 6M | +21.0% | +10.4% | +10.6% | +27.1% |
| YTD | +67.0% | +18.8% | +48.2% | +70.2% |
| 1Y | +68.6% | +21.7% | +46.9% | +74.9% |
| All | +68.6% | +22.7% | +45.9% | +74.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling