+234.1%
TER vs ENTG
+75.0%
+159.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.8% | +2.1% |
| 7D | +12.4% | +8.9% | +3.4% | +5.5% |
| 30D | +5.1% | -0.8% | +6.0% | +6.0% |
| 3M | +4.0% | +6.6% | -2.6% | +0.6% |
| 6M | +29.5% | +22.1% | +7.4% | +14.2% |
| YTD | +98.5% | +70.2% | +28.3% | +41.3% |
| 1Y | +234.1% | +76.7% | +157.4% | +139.1% |
| All | +234.1% | +75.0% | +159.1% | +139.1% |
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