+429.0%
ENPH vs WU
-20.1%
+449.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -2.5% | +9.3% | +7.9% |
| 7D | +9.3% | -0.8% | +10.1% | +9.5% |
| 30D | -7.3% | -1.1% | -6.1% | -7.0% |
| 3M | -31.7% | -1.8% | -29.9% | -32.9% |
| 6M | -3.5% | -23.9% | +20.4% | +6.7% |
| YTD | +21.2% | -20.4% | +41.6% | +31.2% |
| 1Y | +0.1% | -10.6% | +10.6% | +1.2% |
| 3Y | -67.7% | -27.7% | -40.0% | -64.0% |
| 5Y | -76.2% | -51.1% | -25.1% | -69.3% |
| 10Y | +2,057.2% | -40.7% | +2,097.9% | +2,242.7% |
| All | +429.0% | -20.1% | +449.1% | +337.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling