+424.9%
AXP vs ENTG
+838.5%
-413.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.3% | -11.4% | -3.2% |
| 7D | -2.9% | +7.9% | -10.8% | -5.4% |
| 30D | +3.7% | -3.6% | +7.3% | +3.3% |
| 3M | -4.9% | +2.7% | -7.6% | -7.9% |
| 6M | +4.1% | +3.6% | +0.5% | -3.2% |
| YTD | -11.7% | +83.6% | -95.3% | -33.6% |
| 1Y | -11.7% | +84.9% | -96.6% | -34.1% |
| 3Y | +116.5% | +63.2% | +53.3% | +55.9% |
| 5Y | +89.5% | +4.9% | +84.6% | +50.3% |
| 10Y | +424.9% | +799.3% | -374.4% | +93.0% |
| All | +424.9% | +838.5% | -413.6% | +93.0% |
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