+2,186.8%
ENPH vs WCC
+431.3%
+1,755.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.7% | -1.0% | -1.8% |
| 7D | -8.4% | +9.9% | -18.4% | -12.8% |
| 30D | -11.2% | -8.4% | -2.7% | -8.5% |
| 3M | -36.1% | -10.3% | -25.7% | -33.8% |
| 6M | -37.9% | -10.5% | -27.5% | -35.0% |
| YTD | -18.7% | +32.2% | -50.8% | -30.6% |
| 1Y | -9.8% | +25.5% | -35.4% | -21.1% |
| 3Y | -66.8% | +134.7% | -201.5% | -81.0% |
| 5Y | -89.6% | +139.9% | -229.6% | -94.5% |
| All | +2,186.8% | +431.3% | +1,755.5% | +533.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling