+11.4%
WBD vs ENPH
+1,908.3%
-1,896.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.4% |
| 7D | -0.7% | -0.1% | -0.7% | -0.8% |
| 30D | +1.4% | -10.8% | +12.3% | +2.4% |
| 3M | +4.4% | -33.8% | +38.2% | +8.0% |
| 6M | +0.8% | -16.1% | +17.0% | +0.8% |
| YTD | -2.7% | +13.4% | -16.1% | -6.6% |
| 1Y | +73.4% | -2.6% | +76.0% | +68.2% |
| 3Y | +142.1% | -70.3% | +212.4% | +155.0% |
| 5Y | +7.2% | -77.0% | +84.3% | +13.3% |
| All | +11.4% | +1,908.3% | -1,896.9% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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