+35.2%
PFE vs ENTG
+786.9%
-751.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.2% |
| 7D | -4.3% | +8.9% | -13.2% | -5.2% |
| 30D | +2.7% | -0.8% | +3.5% | +2.5% |
| 3M | +10.0% | +6.6% | +3.4% | +7.5% |
| 6M | +7.2% | +22.1% | -14.9% | +2.3% |
| YTD | +17.3% | +70.2% | -52.8% | +6.9% |
| 1Y | +20.3% | +76.7% | -56.4% | +8.4% |
| 3Y | -1.6% | +50.5% | -52.1% | -12.6% |
| 5Y | -21.4% | +21.8% | -43.2% | -31.2% |
| 10Y | +35.2% | +811.7% | -776.5% | -24.3% |
| All | +35.2% | +786.9% | -751.6% | -24.3% |
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 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