+20.1%
ENTG vs TECH
-41.8%
+61.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +8.9% | +0.2% | +8.8% | +8.8% |
| 30D | -7.2% | +0.1% | -7.4% | -7.3% |
| 3M | +6.4% | +37.5% | -31.1% | -12.4% |
| 6M | +25.7% | +34.6% | -8.9% | +0.7% |
| YTD | +67.9% | +23.5% | +44.4% | +41.4% |
| 1Y | +72.4% | +34.4% | +38.0% | +35.6% |
| 3Y | +48.4% | +2.3% | +46.2% | +32.5% |
| 5Y | +20.1% | -41.7% | +61.8% | +47.9% |
| All | +20.1% | -41.8% | +61.9% | +47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling