+6,005.0%
WELL vs ENTG
+1,374.7%
+4,630.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | +0.1% | +22.8% | -22.7% | -3.1% |
| 30D | +6.8% | -4.9% | +11.7% | +6.7% |
| 3M | +6.7% | -4.8% | +11.6% | +6.1% |
| 6M | +13.8% | +5.6% | +8.2% | +9.1% |
| YTD | +33.8% | +82.4% | -48.6% | +16.1% |
| 1Y | +29.6% | +82.9% | -53.2% | +12.0% |
| 3Y | +203.1% | +62.1% | +141.0% | +154.9% |
| 5Y | +223.8% | +4.3% | +219.5% | +182.0% |
| 10Y | +462.8% | +793.4% | -330.7% | +234.8% |
| All | +6,005.0% | +1,374.7% | +4,630.3% | +2,344.6% |
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