+20.7%
ABT vs ENTG
+57.0%
-36.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.8% | +5.0% | +1.1% |
| 7D | -1.3% | +15.2% | -16.5% | -1.0% |
| 30D | +6.0% | -3.6% | +9.7% | +6.1% |
| 3M | -1.9% | -10.0% | +8.1% | -1.9% |
| 6M | +31.2% | +1.8% | +29.4% | +31.1% |
| YTD | -11.2% | +75.5% | -86.7% | -12.6% |
| 1Y | -14.0% | +82.4% | -96.4% | -15.4% |
| 3Y | +20.7% | +58.5% | -37.8% | +11.3% |
| All | +20.7% | +57.0% | -36.3% | +11.3% |
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