+158.0%
EXPE vs ENTG
+786.9%
-628.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.2% |
| 7D | -11.5% | +8.9% | -20.4% | -14.1% |
| 30D | -13.1% | -0.8% | -12.2% | -13.6% |
| 3M | +18.1% | +6.6% | +11.6% | +9.6% |
| 6M | +13.3% | +22.1% | -8.8% | -2.0% |
| YTD | -3.2% | +70.2% | -73.4% | -27.5% |
| 1Y | +26.1% | +76.7% | -50.6% | -8.5% |
| 3Y | +151.7% | +50.5% | +101.2% | +80.6% |
| 5Y | +88.3% | +21.8% | +66.5% | +37.6% |
| 10Y | +158.0% | +811.7% | -653.7% | -1.0% |
| All | +158.0% | +786.9% | -628.8% | -1.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling