+48.5%
PFE vs ENTG
+790.9%
-742.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.5% | -2.0% |
| 7D | -2.1% | +22.8% | -24.9% | -4.2% |
| 30D | +3.1% | -4.9% | +8.0% | +3.1% |
| 3M | +11.2% | -4.8% | +16.0% | +10.9% |
| 6M | +15.0% | +5.6% | +9.5% | +11.8% |
| YTD | +23.5% | +82.4% | -58.9% | +11.2% |
| 1Y | +18.9% | +82.9% | -64.0% | +6.8% |
| 3Y | +18.7% | +62.1% | -43.4% | +4.3% |
| 5Y | -24.0% | +4.3% | -28.3% | -31.1% |
| All | +48.5% | +790.9% | -742.5% | -7.3% |
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