+662.5%
WELL vs ENPH
+384.9%
+277.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.2% | -2.1% |
| 7D | -0.8% | -2.4% | +1.6% | -0.7% |
| 30D | -0.1% | -6.6% | +6.5% | +0.2% |
| 3M | +18.0% | -46.8% | +64.8% | +21.4% |
| 6M | +15.0% | -14.7% | +29.7% | +14.6% |
| YTD | +28.6% | +13.5% | +15.1% | +25.2% |
| 1Y | +42.9% | -0.4% | +43.3% | +39.7% |
| 3Y | +203.0% | -71.7% | +274.8% | +211.0% |
| 5Y | +206.9% | -79.1% | +286.0% | +213.4% |
| 10Y | +339.5% | +1,898.4% | -1,558.9% | +253.5% |
| All | +662.5% | +384.9% | +277.5% | +513.5% |
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