+719.6%
WFC vs ENTG
+1,384.4%
-664.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +11.3% | -11.2% | -2.7% |
| 7D | -1.3% | +7.9% | -9.2% | -3.5% |
| 30D | +3.6% | -3.6% | +7.1% | +3.2% |
| 3M | -1.3% | +2.7% | -4.0% | -4.0% |
| 6M | +18.0% | +3.6% | +14.4% | +11.1% |
| YTD | -5.9% | +83.6% | -89.5% | -24.6% |
| 1Y | +1.8% | +84.9% | -83.1% | -18.9% |
| 3Y | +125.0% | +63.2% | +61.8% | +75.3% |
| 5Y | +92.0% | +4.9% | +87.0% | +58.5% |
| 10Y | +117.9% | +799.3% | -681.4% | -0.2% |
| All | +719.6% | +1,384.4% | -664.8% | +117.1% |
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