-77.3%
ENPH vs WU
-51.3%
-25.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.6% |
| 7D | -0.1% | -3.5% | +3.4% | +1.0% |
| 30D | -10.8% | -2.9% | -7.9% | -10.2% |
| 3M | -33.8% | -2.3% | -31.6% | -34.6% |
| 6M | -16.1% | -25.4% | +9.2% | -9.5% |
| YTD | +13.4% | -21.2% | +34.6% | +20.2% |
| 1Y | -2.6% | -8.9% | +6.3% | -2.4% |
| 3Y | -70.3% | -29.0% | -41.3% | -68.1% |
| All | -77.3% | -51.3% | -25.9% | -76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling