+1,981.6%
ENTG vs BTG
+378.0%
+1,603.6%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.9% | +4.5% | +2.1% |
| 7D | +8.9% | +4.8% | +4.1% | +8.2% |
| 30D | -7.2% | +8.3% | -15.6% | -8.3% |
| 3M | +6.4% | +32.3% | -25.9% | +2.1% |
| 6M | +25.7% | +3.0% | +22.7% | +24.3% |
| YTD | +67.9% | +21.9% | +45.9% | +62.0% |
| 1Y | +72.4% | +28.2% | +44.2% | +64.6% |
| 3Y | +48.4% | +99.9% | -51.5% | +32.0% |
| 5Y | +20.1% | +73.6% | -53.5% | +7.5% |
| 10Y | +768.1% | +136.5% | +631.6% | +608.7% |
| All | +1,981.6% | +378.0% | +1,603.6% | +882.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling