+1,197.2%
ENTG vs BTI
+3,313.5%
-2,116.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.3% | +6.6% |
| 7D | +2.8% | -1.4% | +4.2% | +3.3% |
| 30D | -4.7% | -6.6% | +1.9% | -2.2% |
| 3M | -0.7% | -3.0% | +2.3% | -1.1% |
| 6M | +7.7% | -6.7% | +14.4% | +8.5% |
| YTD | +65.1% | +0.6% | +64.5% | +61.1% |
| 1Y | +74.8% | +5.6% | +69.2% | +66.5% |
| 3Y | +36.9% | +110.3% | -73.4% | -5.4% |
| 5Y | +16.1% | +114.3% | -98.2% | -21.3% |
| 10Y | +740.3% | +67.7% | +672.7% | +506.7% |
| All | +1,197.2% | +3,313.5% | -2,116.2% | +554.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling