+205.7%
WELL vs ENTG
+64.3%
+141.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.3% | -11.4% | -0.1% |
| 7D | +0.1% | +7.9% | -7.9% | +0.1% |
| 30D | +7.8% | -3.6% | +11.3% | +7.8% |
| 3M | +10.2% | +2.7% | +7.5% | +10.3% |
| 6M | +16.4% | +3.6% | +12.8% | +16.2% |
| YTD | +35.2% | +83.6% | -48.4% | +31.7% |
| 1Y | +30.5% | +84.9% | -54.4% | +27.0% |
| All | +205.7% | +64.3% | +141.5% | +181.1% |
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