+349.9%
WELL vs ENPH
+1,936.5%
-1,586.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | -2.2% | +1.5% | -3.8% | -2.4% |
| 30D | +4.7% | -12.9% | +17.5% | +5.5% |
| 3M | +11.9% | -27.1% | +39.1% | +13.7% |
| 6M | +14.3% | -15.4% | +29.7% | +13.8% |
| YTD | +28.4% | +15.0% | +13.4% | +24.0% |
| 1Y | +42.3% | -0.7% | +43.0% | +38.4% |
| 3Y | +202.6% | -69.3% | +271.9% | +210.8% |
| 5Y | +206.5% | -76.7% | +283.2% | +211.5% |
| All | +349.9% | +1,936.5% | -1,586.5% | +255.7% |
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