+1,749.6%
TRV vs ENTG
+1,257.1%
+492.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.2% |
| 7D | +0.5% | +8.9% | -8.5% | -0.8% |
| 30D | -4.9% | -7.2% | +2.4% | -4.1% |
| 3M | +23.7% | +6.4% | +17.3% | +20.4% |
| 6M | +20.3% | +25.7% | -5.4% | +13.1% |
| YTD | +27.1% | +67.9% | -40.8% | +13.5% |
| 1Y | +35.3% | +72.4% | -37.0% | +19.3% |
| 3Y | +139.8% | +48.4% | +91.4% | +107.9% |
| 5Y | +153.9% | +20.1% | +133.8% | +117.6% |
| 10Y | +285.9% | +768.1% | -482.3% | +129.5% |
| All | +1,749.6% | +1,257.1% | +492.4% | +675.1% |
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