-77.3%
ENPH vs FWONK
+97.7%
-175.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.5% | -1.4% |
| 7D | -0.1% | +0.1% | -0.1% | -0.2% |
| 30D | -10.8% | -7.7% | -3.1% | -8.1% |
| 3M | -33.8% | +5.7% | -39.5% | -35.6% |
| 6M | -16.1% | +13.5% | -29.6% | -21.4% |
| YTD | +13.4% | -3.0% | +16.4% | +13.4% |
| 1Y | -2.6% | -6.4% | +3.8% | -1.4% |
| 3Y | -70.3% | +43.8% | -114.1% | -76.8% |
| All | -77.3% | +97.7% | -175.0% | -87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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