+61.7%
ENTG vs BUD
+38.6%
+23.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -0.7% |
| 7D | -9.3% | +6.0% | -15.3% | -7.7% |
| 30D | -16.4% | +11.3% | -27.6% | -14.7% |
| 3M | -3.8% | +3.6% | -7.4% | -1.4% |
| 6M | -6.9% | +7.7% | -14.6% | -6.3% |
| YTD | +65.0% | +36.4% | +28.6% | +48.6% |
| 1Y | +61.7% | +37.8% | +23.8% | +44.9% |
| All | +61.7% | +38.6% | +23.1% | +44.9% |
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 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