+128.3%
WFC vs ENTG
+21.6%
+106.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.6% | +1.7% |
| 7D | +0.4% | +8.9% | -8.5% | -1.2% |
| 30D | +2.5% | -0.8% | +3.3% | +2.3% |
| 3M | +10.0% | +6.6% | +3.4% | +5.7% |
| 6M | +15.1% | +22.1% | -7.0% | +6.1% |
| YTD | -2.2% | +70.2% | -72.4% | -17.4% |
| 1Y | +13.5% | +76.7% | -63.3% | -6.1% |
| 3Y | +135.2% | +50.5% | +84.7% | +91.8% |
| 5Y | +128.3% | +21.8% | +106.5% | +90.4% |
| All | +128.3% | +21.6% | +106.7% | +90.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling