-69.9%
ENPH vs WU
-28.6%
-41.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.6% | -5.1% |
| 7D | +3.4% | -4.9% | +8.3% | +5.4% |
| 30D | -10.3% | -1.3% | -9.0% | -10.0% |
| 3M | -31.4% | -3.6% | -27.8% | -32.4% |
| 6M | -10.1% | -24.3% | +14.2% | -0.4% |
| YTD | +14.6% | -21.1% | +35.7% | +24.1% |
| 1Y | -3.2% | -10.3% | +7.1% | -3.5% |
| All | -69.9% | -28.6% | -41.3% | -68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling