+722.0%
WFC vs ENTG
+1,318.8%
-596.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.8% | +4.1% | +1.3% |
| 7D | +2.5% | +15.2% | -12.7% | -1.2% |
| 30D | +7.0% | -3.6% | +10.6% | +6.6% |
| 3M | -1.8% | -10.0% | +8.2% | -1.2% |
| 6M | +18.4% | +1.8% | +16.6% | +12.0% |
| YTD | -5.6% | +75.5% | -81.1% | -23.6% |
| 1Y | +3.9% | +82.4% | -78.5% | -17.0% |
| 3Y | +126.3% | +58.5% | +67.8% | +77.5% |
| 5Y | +91.1% | +0.4% | +90.8% | +59.5% |
| 10Y | +118.5% | +759.6% | -641.1% | +1.1% |
| All | +722.0% | +1,318.8% | -596.9% | +120.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling