+395.5%
ENPH vs WCC
+451.5%
-56.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -2.0% |
| 7D | -2.4% | +4.5% | -6.8% | -4.7% |
| 30D | -6.6% | -5.8% | -0.8% | -3.9% |
| 3M | -46.8% | -3.7% | -43.2% | -45.5% |
| 6M | -14.7% | +23.1% | -37.8% | -23.6% |
| YTD | +13.5% | +44.2% | -30.7% | -7.1% |
| 1Y | -0.4% | +62.1% | -62.5% | -24.3% |
| 3Y | -71.7% | +121.1% | -192.9% | -83.7% |
| 5Y | -79.1% | +214.0% | -293.0% | -91.0% |
| 10Y | +1,898.4% | +472.8% | +1,425.6% | +379.7% |
| All | +395.5% | +451.5% | -56.0% | +16.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling