+204.5%
WELL vs ENTG
+47.4%
+157.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.4% |
| 7D | -1.3% | +8.9% | -10.3% | -1.4% |
| 30D | +0.5% | -7.2% | +7.7% | +0.6% |
| 3M | +19.1% | +6.4% | +12.7% | +18.3% |
| 6M | +17.0% | +25.7% | -8.7% | +14.9% |
| YTD | +29.2% | +67.9% | -38.7% | +25.2% |
| 1Y | +42.1% | +72.4% | -30.2% | +37.0% |
| 3Y | +204.5% | +48.4% | +156.1% | +179.1% |
| All | +204.5% | +47.4% | +157.1% | +179.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling