+1,279.2%
ENTG vs TECH
+403.9%
+875.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.1% | -3.8% | -3.8% |
| 7D | +15.2% | +0.1% | +15.0% | +15.1% |
| 30D | -3.6% | +0.5% | -4.2% | -3.9% |
| 3M | -10.0% | +1.1% | -11.0% | -10.5% |
| 6M | +1.8% | +62.8% | -61.0% | -21.9% |
| YTD | +75.5% | +24.5% | +51.0% | +49.8% |
| 1Y | +82.4% | +20.6% | +61.8% | +58.0% |
| 3Y | +58.5% | +29.5% | +29.0% | +27.9% |
| 5Y | +0.4% | -40.9% | +41.3% | +21.1% |
| 10Y | +759.6% | +189.5% | +570.1% | +363.9% |
| All | +1,279.2% | +403.9% | +875.3% | +500.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling