+769.3%
ENTG vs BUD
-2.1%
+771.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -4.2% |
| 7D | +15.2% | +1.0% | +14.2% | +14.6% |
| 30D | -3.6% | +6.7% | -10.3% | -7.0% |
| 3M | -10.0% | +5.7% | -15.7% | -13.2% |
| 6M | +1.8% | +5.8% | -4.0% | -2.9% |
| YTD | +75.5% | +34.4% | +41.1% | +50.3% |
| 1Y | +82.4% | +33.3% | +49.1% | +56.7% |
| 3Y | +58.5% | +48.8% | +9.7% | +26.0% |
| 5Y | +0.4% | +52.5% | -52.2% | -21.9% |
| All | +769.3% | -2.1% | +771.4% | +660.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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