+228.3%
WELL vs ENTG
+6.7%
+221.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.3% | -11.4% | -0.8% |
| 7D | +0.1% | +7.9% | -7.9% | -0.5% |
| 30D | +7.8% | -3.6% | +11.3% | +7.7% |
| 3M | +10.2% | +2.7% | +7.5% | +9.5% |
| 6M | +16.4% | +3.6% | +12.8% | +14.4% |
| YTD | +35.2% | +83.6% | -48.4% | +24.3% |
| 1Y | +30.5% | +84.9% | -54.4% | +19.6% |
| 3Y | +206.1% | +63.2% | +142.9% | +173.1% |
| 5Y | +228.3% | +4.9% | +223.4% | +207.1% |
| All | +228.3% | +6.7% | +221.6% | +207.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling