+349.9%
WELL vs ENTG
+778.5%
-428.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.9% | +0.5% |
| 7D | -2.2% | +5.1% | -7.4% | -3.0% |
| 30D | +4.7% | -8.5% | +13.2% | +5.8% |
| 3M | +11.9% | +6.7% | +5.2% | +8.4% |
| 6M | +14.3% | +17.7% | -3.4% | +7.7% |
| YTD | +28.4% | +63.5% | -35.1% | +13.3% |
| 1Y | +42.3% | +73.6% | -31.3% | +22.7% |
| 3Y | +202.6% | +44.6% | +158.0% | +155.3% |
| 5Y | +206.5% | +16.1% | +190.4% | +155.8% |
| All | +349.9% | +778.5% | -428.6% | +164.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling