+85.9%
AXP vs ENTG
+3.6%
+82.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | -2.1% | +22.8% | -24.9% | -6.7% |
| 30D | +2.7% | -4.9% | +7.5% | +2.7% |
| 3M | -7.3% | -4.8% | -2.5% | -7.8% |
| 6M | +1.8% | +5.6% | -3.8% | -4.3% |
| YTD | -13.1% | +82.4% | -95.5% | -31.4% |
| 1Y | -13.7% | +82.9% | -96.6% | -32.2% |
| 3Y | +113.1% | +62.1% | +51.0% | +61.6% |
| 5Y | +85.9% | +4.3% | +81.6% | +56.9% |
| All | +85.9% | +3.6% | +82.4% | +56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling