+440.3%
AXP vs ENTG
+810.6%
-370.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +9.4% | -8.4% | -1.6% |
| 7D | -1.1% | -7.6% | +6.5% | +0.6% |
| 30D | +5.2% | -15.5% | +20.7% | +8.9% |
| 3M | -4.6% | -7.8% | +3.3% | -4.7% |
| 6M | +3.2% | -5.9% | +9.1% | -1.2% |
| YTD | -11.3% | +66.7% | -78.1% | -31.4% |
| 1Y | -11.0% | +62.1% | -73.1% | -30.8% |
| 3Y | +120.2% | +56.3% | +63.9% | +60.1% |
| 5Y | +91.7% | -3.8% | +95.5% | +55.8% |
| 10Y | +440.3% | +770.1% | -329.7% | +103.8% |
| All | +440.3% | +810.6% | -370.3% | +103.8% |
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