-76.2%
ENPH vs WST
-25.8%
-50.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.7% | +7.4% | +6.9% |
| 7D | +9.3% | -0.3% | +9.5% | +9.3% |
| 30D | -7.3% | -4.6% | -2.7% | -6.0% |
| 3M | -31.7% | +5.7% | -37.4% | -32.9% |
| 6M | -3.5% | +37.6% | -41.0% | -12.0% |
| YTD | +21.2% | +23.0% | -1.9% | +13.5% |
| 1Y | +0.1% | +33.8% | -33.8% | -8.9% |
| 3Y | -67.7% | -13.4% | -54.3% | -68.4% |
| 5Y | -76.2% | -27.0% | -49.3% | -73.1% |
| All | -76.2% | -25.8% | -50.5% | -73.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling