-11.2%
AXP vs ENTG
+45.2%
-56.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -1.4% |
| 7D | +0.6% | -17.1% | +17.7% | +1.7% |
| 30D | +5.8% | -23.0% | +28.8% | +7.6% |
| 3M | -6.0% | -10.2% | +4.2% | -5.9% |
| 6M | +0.3% | -17.8% | +18.1% | -0.3% |
| YTD | -12.3% | +52.4% | -64.6% | -25.4% |
| 1Y | -11.2% | +49.8% | -61.0% | -24.4% |
| All | -11.2% | +45.2% | -56.4% | -24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling