+47.4%
TER vs ENTG
+78.6%
-31.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.8% | -1.6% | -2.3% |
| 7D | +14.4% | +15.2% | -0.8% | +2.3% |
| 30D | -30.6% | -3.6% | -26.9% | -28.6% |
| 3M | -39.2% | -10.0% | -29.2% | -33.7% |
| 6M | -31.3% | +1.8% | -33.1% | -31.1% |
| YTD | +29.1% | +75.5% | -46.4% | -8.4% |
| 1Y | +47.4% | +82.4% | -35.0% | +1.7% |
| All | +47.4% | +78.6% | -31.2% | +1.7% |
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