+211.0%
WELL vs ENPH
-77.3%
+288.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.8% | -6.3% | +0.3% |
| 7D | -1.3% | +9.3% | -10.6% | -1.6% |
| 30D | +0.5% | -7.3% | +7.8% | +0.7% |
| 3M | +19.1% | -31.7% | +50.8% | +20.3% |
| 6M | +17.0% | -3.5% | +20.5% | +15.8% |
| YTD | +29.2% | +21.2% | +8.0% | +25.8% |
| 1Y | +42.1% | +0.1% | +42.1% | +39.5% |
| 3Y | +204.5% | -67.7% | +272.3% | +212.3% |
| 5Y | +211.0% | -76.2% | +287.2% | +216.1% |
| All | +211.0% | -77.3% | +288.3% | +216.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling