+76.7%
ENTG vs BUD
+33.8%
+42.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +1.3% |
| 7D | +8.9% | -1.3% | +10.2% | +8.9% |
| 30D | -0.8% | -6.1% | +5.3% | -0.7% |
| 3M | +6.6% | -3.8% | +10.3% | +6.0% |
| 6M | +22.1% | +8.2% | +13.9% | +17.1% |
| YTD | +70.2% | +23.6% | +46.6% | +65.3% |
| 1Y | +76.7% | +33.4% | +43.3% | +88.8% |
| All | +76.7% | +33.8% | +42.9% | +88.8% |
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 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