-0.7%
ENPH vs WST
+37.8%
-38.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | -0.2% |
| 7D | +1.5% | +0.4% | +1.1% | +1.4% |
| 30D | -12.9% | -2.0% | -10.8% | -12.4% |
| 3M | -27.1% | +4.1% | -31.2% | -27.9% |
| 6M | -15.4% | +47.4% | -62.9% | -23.1% |
| YTD | +15.0% | +25.4% | -10.4% | +4.9% |
| 1Y | -0.7% | +35.3% | -36.0% | -13.1% |
| All | -0.7% | +37.8% | -38.5% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling