+754.4%
WFC vs ENTG
+1,234.5%
-480.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.2% | -5.3% | -0.6% |
| 7D | +3.8% | +2.8% | +1.0% | +3.0% |
| 30D | +1.5% | -4.7% | +6.2% | +2.1% |
| 3M | +10.9% | -0.7% | +11.6% | +7.4% |
| 6M | +8.4% | +7.7% | +0.7% | +1.9% |
| YTD | -1.9% | +65.1% | -66.9% | -18.0% |
| 1Y | +12.3% | +74.8% | -62.4% | -8.6% |
| 3Y | +132.3% | +36.9% | +95.4% | +91.7% |
| 5Y | +130.1% | +16.1% | +114.0% | +87.6% |
| 10Y | +134.4% | +740.3% | -606.0% | +10.9% |
| All | +754.4% | +1,234.5% | -480.1% | +136.2% |
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