+1,006.2%
TER vs ENTG
+753.2%
+253.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.8% | +0.5% |
| 7D | -8.9% | -9.3% | +0.4% | -1.7% |
| 30D | -39.1% | -16.4% | -22.7% | -30.7% |
| 3M | -32.8% | -3.8% | -28.9% | -30.1% |
| 6M | -31.7% | -6.9% | -24.8% | -27.1% |
| YTD | +26.9% | +65.0% | -38.0% | -9.5% |
| 1Y | +33.6% | +61.7% | -28.1% | -3.9% |
| 3Y | +181.5% | +46.6% | +134.9% | +101.6% |
| 5Y | +76.1% | -2.7% | +78.8% | +56.8% |
| 10Y | +1,006.2% | +743.3% | +262.9% | +135.2% |
| All | +1,006.2% | +753.2% | +253.0% | +135.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling