+199.8%
TER vs ENTG
+76.2%
+123.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.2% | -0.7% | +0.9% |
| 7D | +0.6% | +2.8% | -2.3% | -1.5% |
| 30D | -8.3% | -4.7% | -3.6% | -5.2% |
| 3M | -12.2% | -0.7% | -11.5% | -10.6% |
| 6M | +17.0% | +7.7% | +9.3% | +11.5% |
| YTD | +84.6% | +65.1% | +19.5% | +34.3% |
| 1Y | +199.8% | +74.8% | +125.0% | +126.5% |
| All | +199.8% | +76.2% | +123.6% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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