+151.8%
TER vs ENTG
+39.6%
+112.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +0.7% |
| 7D | -20.5% | -17.1% | -3.4% | -8.7% |
| 30D | -47.0% | -23.0% | -24.0% | -36.2% |
| 3M | -43.3% | -10.2% | -33.1% | -38.4% |
| 6M | -42.9% | -17.8% | -25.1% | -33.7% |
| YTD | +12.9% | +52.4% | -39.5% | -12.5% |
| 1Y | +18.2% | +49.8% | -31.6% | -7.7% |
| 3Y | +151.8% | +42.1% | +109.7% | +92.1% |
| All | +151.8% | +39.6% | +112.2% | +92.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling