+201.6%
ABBV vs ENTG
-0.3%
+201.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.8% | +4.0% | +0.3% |
| 7D | +1.3% | +15.2% | -13.9% | +1.0% |
| 30D | +4.7% | -3.6% | +8.4% | +4.7% |
| 3M | +18.3% | -10.0% | +28.3% | +18.4% |
| 6M | +43.4% | +1.8% | +41.6% | +42.5% |
| YTD | +33.0% | +75.5% | -42.5% | +28.1% |
| 1Y | +30.8% | +82.4% | -51.6% | +25.7% |
| 3Y | +135.1% | +58.5% | +76.6% | +122.8% |
| All | +201.6% | -0.3% | +201.9% | +183.1% |
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