+154.4%
TRV vs ENTG
+14.4%
+140.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.5% | +0.7% |
| 7D | -1.5% | +5.1% | -6.6% | -1.7% |
| 30D | -1.8% | -8.5% | +6.7% | -1.6% |
| 3M | +21.6% | +6.7% | +14.9% | +20.5% |
| 6M | +22.5% | +17.7% | +4.7% | +20.2% |
| YTD | +28.1% | +63.5% | -35.3% | +23.1% |
| 1Y | +37.0% | +73.6% | -36.6% | +30.6% |
| 3Y | +141.9% | +44.6% | +97.3% | +128.4% |
| All | +154.4% | +14.4% | +140.0% | +137.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling