+428.4%
AXP vs ENTG
+753.2%
-324.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | 0.0% |
| 7D | -0.6% | -9.3% | +8.7% | +1.6% |
| 30D | +5.0% | -16.4% | +21.3% | +9.0% |
| 3M | -4.2% | -3.8% | -0.4% | -5.5% |
| 6M | +2.9% | -6.9% | +9.9% | -1.1% |
| YTD | -11.6% | +65.0% | -76.6% | -31.4% |
| 1Y | -11.1% | +61.7% | -72.8% | -30.8% |
| 3Y | +116.7% | +46.6% | +70.1% | +61.2% |
| 5Y | +89.6% | -2.7% | +92.3% | +53.2% |
| 10Y | +428.4% | +743.3% | -314.9% | +101.8% |
| All | +428.4% | +753.2% | -324.8% | +101.8% |
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