-69.9%
ENPH vs WAB
+164.8%
-234.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.4% | -4.0% | -4.6% |
| 7D | +3.4% | +0.2% | +3.1% | +3.3% |
| 30D | -10.3% | -4.6% | -5.7% | -7.7% |
| 3M | -31.4% | +5.6% | -37.0% | -33.9% |
| 6M | -10.1% | +13.8% | -23.9% | -17.2% |
| YTD | +14.6% | +31.9% | -17.3% | -2.0% |
| 1Y | -3.2% | +48.3% | -51.5% | -21.8% |
| All | -69.9% | +164.8% | -234.8% | -87.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling