+293.8%
TRV vs ENTG
+778.5%
-484.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.5% | +0.9% |
| 7D | -1.5% | +5.1% | -6.6% | -2.0% |
| 30D | -1.8% | -8.5% | +6.7% | -1.1% |
| 3M | +21.6% | +6.7% | +14.9% | +18.9% |
| 6M | +22.5% | +17.7% | +4.7% | +17.3% |
| YTD | +28.1% | +63.5% | -35.3% | +16.9% |
| 1Y | +37.0% | +73.6% | -36.6% | +22.9% |
| 3Y | +141.9% | +44.6% | +97.3% | +113.7% |
| 5Y | +158.5% | +16.1% | +142.4% | +126.5% |
| All | +293.8% | +778.5% | -484.7% | +127.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling