+145.0%
TRV vs ENTG
+45.4%
+99.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +2.1% |
| 7D | +1.9% | +1.2% | +0.8% | +1.9% |
| 30D | +1.7% | -12.9% | +14.6% | +1.8% |
| 3M | +23.9% | -3.1% | +26.9% | +23.6% |
| 6M | +26.3% | +21.0% | +5.3% | +24.8% |
| YTD | +30.8% | +67.0% | -36.2% | +27.4% |
| 1Y | +36.3% | +68.6% | -32.3% | +32.3% |
| 3Y | +145.0% | +48.6% | +96.4% | +140.4% |
| All | +145.0% | +45.4% | +99.6% | +140.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling