+8.8%
WBD vs ENPH
+417.7%
-409.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.8% | -7.2% | -1.0% |
| 7D | -0.7% | +9.3% | -10.0% | -1.5% |
| 30D | +5.0% | -7.3% | +12.3% | +5.6% |
| 3M | +6.2% | -31.7% | +38.0% | +9.2% |
| 6M | +0.6% | -3.5% | +4.1% | -0.6% |
| YTD | -2.4% | +21.2% | -23.6% | -6.3% |
| 1Y | +127.7% | +0.1% | +127.6% | +121.3% |
| 3Y | +148.4% | -67.7% | +216.1% | +158.4% |
| 5Y | +4.2% | -76.2% | +80.5% | +8.8% |
| 10Y | +10.8% | +2,057.2% | -2,046.4% | -16.4% |
| All | +8.8% | +417.7% | -409.0% | -16.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling