+255.2%
ENPH vs WU
-20.3%
+275.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.0% | -3.3% |
| 7D | -8.4% | -2.0% | -6.4% | -7.7% |
| 30D | -11.2% | +11.4% | -22.6% | -16.0% |
| 3M | -36.1% | -6.8% | -29.3% | -34.5% |
| 6M | -37.9% | -14.6% | -23.3% | -35.1% |
| YTD | -18.7% | -20.6% | +2.0% | -12.5% |
| 1Y | -9.8% | -15.4% | +5.5% | -6.1% |
| 3Y | -66.8% | -23.6% | -43.2% | -64.2% |
| 5Y | -89.6% | -43.4% | -46.3% | -87.6% |
| 10Y | +2,186.8% | -38.8% | +2,225.6% | +2,317.8% |
| All | +255.2% | -20.3% | +275.5% | +191.6% |
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