+1,113.7%
ENTG vs TRI
+518.6%
+595.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.5% | +8.2% | +5.9% |
| 7D | +8.9% | -7.1% | +16.0% | +13.3% |
| 30D | -7.2% | -2.3% | -4.9% | -7.7% |
| 3M | +6.4% | +19.6% | -13.2% | -13.5% |
| 6M | +25.7% | -8.7% | +34.4% | +18.0% |
| YTD | +67.9% | -22.3% | +90.1% | +71.2% |
| 1Y | +72.4% | -40.7% | +113.0% | +116.6% |
| 3Y | +48.4% | -17.8% | +66.2% | +38.1% |
| 5Y | +20.1% | -8.5% | +28.6% | +2.6% |
| 10Y | +768.1% | +192.6% | +575.6% | +168.6% |
| All | +1,113.7% | +518.6% | +595.1% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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