+411.4%
TER vs ENTG
+1,234.5%
-823.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.2% | -0.7% | +2.2% |
| 7D | +0.6% | +2.8% | -2.2% | -0.8% |
| 30D | -8.3% | -4.7% | -3.6% | -5.9% |
| 3M | -12.2% | -0.7% | -11.5% | -10.8% |
| 6M | +17.1% | +7.7% | +9.4% | +14.2% |
| YTD | +84.7% | +65.1% | +19.6% | +43.4% |
| 1Y | +199.9% | +74.8% | +125.1% | +124.6% |
| 3Y | +232.8% | +36.9% | +195.9% | +174.0% |
| 5Y | +198.6% | +16.1% | +182.5% | +157.2% |
| 10Y | +1,669.7% | +740.3% | +929.4% | +495.7% |
| All | +411.4% | +1,234.5% | -823.1% | -19.6% |
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