+1,237.3%
ENTG vs BDX
+1,082.2%
+155.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.2% |
| 7D | +8.9% | -4.1% | +13.0% | +11.2% |
| 30D | -0.8% | +0.1% | -0.9% | -1.1% |
| 3M | +6.6% | +18.3% | -11.7% | -4.7% |
| 6M | +22.1% | +10.1% | +11.9% | +12.8% |
| YTD | +70.2% | +19.4% | +50.7% | +50.7% |
| 1Y | +76.7% | +22.3% | +54.4% | +54.1% |
| 3Y | +50.5% | -9.4% | +59.8% | +50.9% |
| 5Y | +21.8% | -2.0% | +23.8% | +15.3% |
| 10Y | +811.7% | +59.6% | +752.2% | +524.9% |
| All | +1,237.3% | +1,082.2% | +155.1% | +342.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling