+1,197.2%
ENTG vs THC
+255.8%
+941.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.6% | +6.0% |
| 7D | +2.8% | -0.7% | +3.5% | +3.0% |
| 30D | -4.7% | +1.3% | -5.9% | -5.0% |
| 3M | -0.7% | +64.2% | -65.0% | -13.0% |
| 6M | +7.7% | +8.3% | -0.6% | +4.0% |
| YTD | +65.1% | +33.4% | +31.7% | +51.0% |
| 1Y | +74.8% | +37.7% | +37.1% | +58.1% |
| 3Y | +36.9% | +236.8% | -199.9% | -2.3% |
| 5Y | +16.1% | +249.3% | -233.1% | -19.7% |
| 10Y | +740.3% | +995.2% | -254.9% | +271.0% |
| All | +1,197.2% | +255.8% | +941.5% | +527.2% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 all: compounded portfolio wealth divided by compounded THC 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…
all analysis · Full analysis span regression · 6 months rolling