+2,186.8%
ENPH vs WWD
+439.4%
+1,747.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.0% | -2.3% |
| 7D | -8.4% | +4.0% | -12.4% | -10.2% |
| 30D | -11.2% | +0.4% | -11.6% | -11.3% |
| 3M | -36.1% | -7.9% | -28.2% | -33.5% |
| 6M | -37.9% | -10.6% | -27.3% | -35.3% |
| YTD | -18.7% | +9.4% | -28.1% | -24.1% |
| 1Y | -9.8% | +25.7% | -35.6% | -22.1% |
| 3Y | -66.8% | +148.5% | -215.4% | -81.2% |
| 5Y | -89.6% | +189.5% | -279.1% | -94.7% |
| All | +2,186.8% | +439.4% | +1,747.5% | +738.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling