+182.6%
ABBV vs ENTG
+20.3%
+162.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.8% |
| 7D | -4.1% | +8.9% | -13.1% | -4.3% |
| 30D | +1.2% | -0.8% | +2.0% | +1.1% |
| 3M | +12.1% | +6.6% | +5.5% | +11.3% |
| 6M | +12.0% | +22.1% | -10.1% | +10.1% |
| YTD | +12.4% | +70.2% | -57.8% | +8.4% |
| 1Y | +22.9% | +76.7% | -53.8% | +17.8% |
| 3Y | +86.8% | +50.5% | +36.3% | +77.1% |
| All | +182.6% | +20.3% | +162.3% | +159.2% |
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