-69.8%
ENPH vs WY
-25.0%
-44.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.0% | +2.3% |
| 7D | +1.5% | -3.7% | +5.2% | +4.1% |
| 30D | -12.9% | -11.3% | -1.6% | -5.1% |
| 3M | -27.1% | -8.1% | -19.0% | -23.6% |
| 6M | -15.4% | -7.4% | -8.0% | -12.2% |
| YTD | +15.0% | -4.7% | +19.7% | +14.9% |
| 1Y | -0.7% | -9.2% | +8.5% | +3.2% |
| All | -69.8% | -25.0% | -44.8% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 3y: compounded portfolio wealth divided by compounded WY 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…
3y analysis · Full analysis span regression · 6 months rolling