+811.7%
ENTG vs BUD
-24.2%
+835.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +2.3% |
| 7D | +8.9% | -1.3% | +10.2% | +9.5% |
| 30D | -0.8% | -6.1% | +5.3% | +1.5% |
| 3M | +6.6% | -3.8% | +10.3% | +7.2% |
| 6M | +22.1% | +8.2% | +13.9% | +16.5% |
| YTD | +70.2% | +23.6% | +46.6% | +52.8% |
| 1Y | +76.7% | +33.4% | +43.3% | +52.9% |
| 3Y | +50.5% | +45.3% | +5.2% | +21.7% |
| 5Y | +21.8% | +44.3% | -22.5% | -1.9% |
| 10Y | +811.7% | -22.8% | +834.5% | +786.9% |
| All | +811.7% | -24.2% | +835.9% | +786.9% |
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