+429.0%
ENPH vs WCN
+746.8%
-317.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.0% | +7.8% | +7.4% |
| 7D | +9.3% | -0.4% | +9.7% | +9.5% |
| 30D | -7.3% | -2.1% | -5.1% | -5.9% |
| 3M | -31.7% | +6.4% | -38.1% | -35.7% |
| 6M | -3.5% | -3.7% | +0.2% | -3.9% |
| YTD | +21.2% | -6.4% | +27.5% | +23.1% |
| 1Y | +0.1% | -7.9% | +8.0% | +2.4% |
| 3Y | -67.7% | +20.8% | -88.5% | -73.8% |
| 5Y | -76.2% | +29.0% | -105.2% | -81.6% |
| 10Y | +2,057.2% | +236.4% | +1,820.9% | +750.3% |
| All | +429.0% | +746.8% | -317.8% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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