+782.9%
ENTG vs BTI
+73.8%
+709.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +2.0% |
| 7D | +1.2% | -0.2% | +1.4% | +1.2% |
| 30D | -12.9% | -1.1% | -11.8% | -12.7% |
| 3M | -3.1% | -8.8% | +5.7% | -1.3% |
| 6M | +21.0% | -4.0% | +25.0% | +20.3% |
| YTD | +67.0% | +0.4% | +66.6% | +63.5% |
| 1Y | +68.6% | +1.9% | +66.7% | +63.7% |
| 3Y | +48.6% | +108.5% | -59.9% | +6.6% |
| 5Y | +18.6% | +118.5% | -99.9% | -17.3% |
| All | +782.9% | +73.8% | +709.2% | +535.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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