+383.9%
TFC vs ENTG
+1,233.8%
-849.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | +0.1% |
| 7D | +1.7% | -9.3% | +11.0% | +3.7% |
| 30D | +9.0% | -16.4% | +25.4% | +12.4% |
| 3M | -2.1% | -3.8% | +1.7% | -3.1% |
| 6M | +3.4% | -6.9% | +10.3% | +0.1% |
| YTD | +5.3% | +65.0% | -59.7% | -12.6% |
| 1Y | +16.2% | +61.7% | -45.5% | -3.4% |
| 3Y | +94.8% | +46.6% | +48.2% | +58.6% |
| 5Y | -0.7% | -2.7% | +2.0% | -14.9% |
| 10Y | +80.9% | +743.3% | -662.4% | -9.3% |
| All | +383.9% | +1,233.8% | -849.9% | +53.2% |
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