+2,186.8%
ENPH vs WAB
+266.7%
+1,920.2%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.8% | -2.2% |
| 7D | -8.4% | +5.1% | -13.5% | -11.1% |
| 30D | -11.2% | +4.0% | -15.2% | -13.3% |
| 3M | -36.1% | +0.1% | -36.2% | -36.3% |
| 6M | -37.9% | +12.8% | -50.7% | -42.5% |
| YTD | -18.7% | +40.1% | -58.7% | -33.6% |
| 1Y | -9.8% | +46.4% | -56.2% | -28.2% |
| 3Y | -66.8% | +167.4% | -234.2% | -82.1% |
| 5Y | -89.6% | +215.0% | -304.7% | -94.8% |
| All | +2,186.8% | +266.7% | +1,920.2% | +757.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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