+111.1%
AXP vs ENTG
+37.4%
+73.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.2% | -7.3% | -2.3% |
| 7D | -2.1% | +2.8% | -4.9% | -2.7% |
| 30D | -6.5% | -4.7% | -1.9% | -6.1% |
| 3M | +4.6% | -0.7% | +5.4% | +1.7% |
| 6M | +5.4% | +7.7% | -2.3% | -0.8% |
| YTD | -11.1% | +65.1% | -76.2% | -26.2% |
| 1Y | -0.3% | +74.8% | -75.1% | -19.7% |
| All | +111.1% | +37.4% | +73.7% | +67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling