+811.7%
ENTG vs TECH
+179.6%
+632.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | +8.9% | -0.1% | +9.0% | +9.0% |
| 30D | -0.8% | +0.3% | -1.1% | -1.0% |
| 3M | +6.6% | +32.9% | -26.4% | -11.0% |
| 6M | +22.1% | +32.1% | -10.0% | -1.7% |
| YTD | +70.2% | +23.4% | +46.8% | +42.4% |
| 1Y | +76.7% | +34.1% | +42.7% | +38.5% |
| 3Y | +50.5% | +2.2% | +48.3% | +33.4% |
| 5Y | +21.8% | -41.8% | +63.6% | +53.2% |
| 10Y | +811.7% | +188.9% | +622.8% | +293.8% |
| All | +811.7% | +179.6% | +632.2% | +293.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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