+111.7%
WFC vs ENTG
+790.9%
-679.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | +0.1% |
| 7D | +1.7% | +22.8% | -21.1% | -3.4% |
| 30D | +6.8% | -4.9% | +11.7% | +6.9% |
| 3M | -3.0% | -4.8% | +1.8% | -3.7% |
| 6M | +15.4% | +5.6% | +9.8% | +7.9% |
| YTD | -5.9% | +82.4% | -88.3% | -26.1% |
| 1Y | +1.7% | +82.9% | -81.2% | -20.5% |
| 3Y | +124.9% | +62.1% | +62.8% | +69.5% |
| 5Y | +90.5% | +4.3% | +86.2% | +56.4% |
| All | +111.7% | +790.9% | -679.2% | -16.3% |
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