+251.5%
TER vs ENTG
+1,233.8%
-982.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.8% | +0.3% |
| 7D | -8.9% | -9.3% | +0.4% | -3.3% |
| 30D | -39.1% | -16.4% | -22.7% | -32.6% |
| 3M | -32.8% | -3.8% | -28.9% | -30.3% |
| 6M | -31.7% | -6.9% | -24.8% | -27.2% |
| YTD | +26.9% | +65.0% | -38.0% | -0.2% |
| 1Y | +33.6% | +61.7% | -28.1% | +5.9% |
| 3Y | +181.5% | +46.6% | +134.9% | +127.4% |
| 5Y | +76.1% | -2.7% | +78.8% | +67.7% |
| 10Y | +1,006.2% | +743.3% | +262.9% | +277.0% |
| All | +251.5% | +1,233.8% | -982.3% | -44.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling