+395.5%
ENPH vs WWD
+787.1%
-391.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.4% |
| 7D | -2.4% | +1.3% | -3.7% | -3.0% |
| 30D | -6.6% | -7.2% | +0.5% | -2.8% |
| 3M | -46.8% | -3.8% | -43.0% | -46.4% |
| 6M | -14.7% | -9.9% | -4.8% | -11.6% |
| YTD | +13.5% | +14.8% | -1.3% | +2.2% |
| 1Y | -0.4% | +42.1% | -42.5% | -21.4% |
| 3Y | -71.7% | +170.8% | -242.5% | -85.7% |
| 5Y | -79.1% | +197.5% | -276.6% | -90.3% |
| 10Y | +1,898.4% | +477.8% | +1,420.5% | +402.6% |
| All | +395.5% | +787.1% | -391.6% | -23.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling