-11.8%
ENTG vs BUD
+48.8%
-60.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.0% | +3.1% |
| 7D | -17.1% | +4.5% | -21.6% | -18.6% |
| 30D | -23.0% | +12.5% | -35.5% | -27.1% |
| 3M | -10.2% | 0.0% | -10.2% | -11.2% |
| 6M | -17.8% | +3.8% | -21.6% | -20.7% |
| YTD | +52.4% | +33.1% | +19.3% | +29.7% |
| 1Y | +49.8% | +35.5% | +14.3% | +26.2% |
| 3Y | +42.1% | +49.4% | -7.3% | +8.4% |
| All | -11.8% | +48.8% | -60.6% | -34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling