+91.1%
EXPE vs ENTG
+18.8%
+72.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.7% | -9.6% | -8.4% |
| 7D | -9.8% | +8.9% | -18.7% | -12.2% |
| 30D | -11.5% | -7.2% | -4.3% | -10.2% |
| 3M | +21.7% | +6.4% | +15.3% | +13.3% |
| 6M | +10.4% | +25.7% | -15.3% | -5.3% |
| YTD | -2.5% | +67.9% | -70.4% | -26.4% |
| 1Y | +27.3% | +72.4% | -45.0% | -6.6% |
| 3Y | +153.5% | +48.4% | +105.1% | +80.4% |
| 5Y | +91.1% | +20.1% | +71.0% | +45.2% |
| All | +91.1% | +18.8% | +72.3% | +45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling