+252.4%
TER vs ENTG
+1,248.1%
-995.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +9.4% | +3.3% | +7.7% |
| 7D | -5.8% | -7.6% | +1.8% | -1.0% |
| 30D | -38.9% | -15.5% | -23.4% | -32.8% |
| 3M | -35.1% | -7.8% | -27.3% | -31.3% |
| 6M | -31.6% | -5.9% | -25.6% | -27.5% |
| YTD | +27.2% | +66.7% | -39.5% | -0.5% |
| 1Y | +35.2% | +62.1% | -26.9% | +7.0% |
| 3Y | +192.8% | +56.3% | +136.5% | +128.9% |
| 5Y | +72.4% | -3.8% | +76.2% | +65.1% |
| 10Y | +1,001.8% | +770.1% | +231.8% | +269.8% |
| All | +252.4% | +1,248.1% | -995.7% | -44.2% |
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