+82.4%
ENTG vs BUD
+33.8%
+48.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -3.4% |
| 7D | +15.2% | +1.0% | +14.2% | +15.5% |
| 30D | -3.6% | +6.7% | -10.3% | -2.3% |
| 3M | -10.0% | +5.7% | -15.7% | -8.4% |
| 6M | +1.8% | +5.8% | -4.0% | +2.2% |
| YTD | +75.5% | +34.4% | +41.1% | +54.0% |
| 1Y | +82.4% | +33.3% | +49.1% | +61.3% |
| All | +82.4% | +33.8% | +48.6% | +61.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling