+855.0%
EXPE vs ENTG
+1,134.1%
-279.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.2% | -7.8% | -3.5% |
| 7D | -9.5% | +2.8% | -12.4% | -10.4% |
| 30D | -6.6% | -4.7% | -2.0% | -6.0% |
| 3M | +31.4% | -0.7% | +32.1% | +25.6% |
| 6M | +35.2% | +7.7% | +27.5% | +24.1% |
| YTD | +5.8% | +65.1% | -59.3% | -15.9% |
| 1Y | +38.7% | +74.8% | -36.1% | +6.7% |
| 3Y | +175.8% | +36.9% | +138.9% | +118.8% |
| 5Y | +111.8% | +16.1% | +95.7% | +69.2% |
| 10Y | +179.7% | +740.3% | -560.6% | +19.0% |
| All | +855.0% | +1,134.1% | -279.1% | +160.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling