+3.5%
WFC vs ENTG
+85.6%
-82.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | 0.0% |
| 7D | +1.7% | +22.8% | -21.1% | +0.5% |
| 30D | +6.8% | -4.9% | +11.7% | +6.9% |
| 3M | -3.0% | -4.8% | +1.8% | -3.0% |
| 6M | +15.4% | +5.6% | +9.8% | +12.4% |
| YTD | -5.9% | +82.4% | -88.3% | -18.6% |
| All | +3.5% | +85.6% | -82.1% | -11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling