+117.2%
EXPE vs ENTG
+47.6%
+69.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.9% |
| 7D | -11.2% | -9.3% | -1.9% | -9.7% |
| 30D | -7.5% | -16.4% | +8.9% | -5.0% |
| 3M | -19.1% | -3.8% | -15.2% | -19.9% |
| 6M | +10.7% | -6.9% | +17.7% | +6.7% |
| YTD | -9.9% | +65.0% | -74.9% | -29.3% |
| 1Y | -4.6% | +61.7% | -66.3% | -25.0% |
| All | +117.2% | +47.6% | +69.6% | +50.2% |
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