+153.5%
EXPE vs ENTG
+47.4%
+106.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.7% | -9.6% | -8.3% |
| 7D | -9.8% | +8.9% | -18.7% | -11.6% |
| 30D | -11.5% | -7.2% | -4.3% | -10.5% |
| 3M | +21.7% | +6.4% | +15.3% | +14.5% |
| 6M | +10.4% | +25.7% | -15.3% | -3.4% |
| YTD | -2.5% | +67.9% | -70.4% | -24.2% |
| 1Y | +27.3% | +72.4% | -45.0% | -3.7% |
| 3Y | +153.5% | +48.4% | +105.1% | +52.3% |
| All | +153.5% | +47.4% | +106.1% | +52.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling