+159.7%
GILD vs ENTG
+797.5%
-637.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -2.9% | -1.0% |
| 7D | -4.8% | +1.2% | -6.0% | -4.9% |
| 30D | +5.8% | -12.9% | +18.6% | +7.0% |
| 3M | +14.9% | -3.1% | +18.0% | +13.8% |
| 6M | -0.4% | +21.0% | -21.4% | -4.4% |
| YTD | +18.5% | +67.0% | -48.5% | +9.1% |
| 1Y | +25.1% | +68.6% | -43.5% | +14.2% |
| 3Y | +105.9% | +48.6% | +57.3% | +83.9% |
| 5Y | +143.0% | +18.6% | +124.4% | +115.1% |
| All | +159.7% | +797.5% | -637.8% | +36.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling