+6,065.3%
WELL vs ENTG
+1,384.4%
+4,680.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.3% | -11.4% | -1.8% |
| 7D | +0.1% | +7.9% | -7.9% | -1.3% |
| 30D | +7.8% | -3.6% | +11.3% | +7.5% |
| 3M | +10.2% | +2.7% | +7.5% | +8.3% |
| 6M | +16.4% | +3.6% | +12.8% | +11.9% |
| YTD | +35.2% | +83.6% | -48.4% | +17.1% |
| 1Y | +30.5% | +84.9% | -54.4% | +12.5% |
| 3Y | +206.1% | +63.2% | +142.9% | +157.1% |
| 5Y | +228.3% | +4.9% | +223.4% | +185.6% |
| 10Y | +468.3% | +799.3% | -331.0% | +237.7% |
| All | +6,065.3% | +1,384.4% | +4,680.9% | +2,366.3% |
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 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