+64.7%
ENTG vs TECH
+29.5%
+35.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | +22.8% | +0.2% | +22.6% | +22.7% |
| 30D | -4.9% | +0.5% | -5.4% | -5.1% |
| 3M | -4.8% | +1.0% | -5.8% | -5.2% |
| 6M | +5.6% | +54.1% | -48.5% | -15.1% |
| YTD | +82.4% | +24.4% | +58.0% | +58.6% |
| 1Y | +82.9% | +19.3% | +63.6% | +62.5% |
| All | +64.7% | +29.5% | +35.2% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling