+45.5%
ENTG vs BTG
+94.1%
-48.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.9% | -1.0% | -3.2% |
| 7D | +5.1% | -5.5% | +10.6% | +6.6% |
| 30D | -8.5% | +6.1% | -14.6% | -10.0% |
| 3M | +6.7% | +38.6% | -31.9% | -2.4% |
| 6M | +17.7% | +0.7% | +17.1% | +15.4% |
| YTD | +63.5% | +20.3% | +43.1% | +53.6% |
| 1Y | +73.6% | +25.0% | +48.5% | +59.9% |
| All | +45.5% | +94.1% | -48.6% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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