+5,766.4%
WELL vs ENTG
+1,234.5%
+4,531.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.2% | -8.2% | -3.0% |
| 7D | -0.8% | +2.8% | -3.6% | -1.3% |
| 30D | -0.1% | -4.7% | +4.6% | +0.3% |
| 3M | +18.0% | -0.7% | +18.8% | +15.5% |
| 6M | +15.0% | +7.7% | +7.3% | +10.2% |
| YTD | +28.6% | +65.1% | -36.5% | +14.5% |
| 1Y | +42.9% | +74.8% | -31.9% | +24.8% |
| 3Y | +203.0% | +36.9% | +166.1% | +164.3% |
| 5Y | +206.9% | +16.1% | +190.8% | +164.1% |
| 10Y | +339.5% | +740.3% | -400.9% | +166.5% |
| All | +5,766.4% | +1,234.5% | +4,531.9% | +2,311.4% |
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