-77.2%
ENPH vs WAB
+224.0%
-301.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.4% | -4.0% | -4.4% |
| 7D | +3.4% | +0.2% | +3.1% | +3.3% |
| 30D | -10.3% | -4.6% | -5.7% | -7.0% |
| 3M | -31.4% | +5.6% | -37.0% | -34.8% |
| 6M | -10.1% | +13.8% | -23.9% | -19.4% |
| YTD | +14.6% | +31.9% | -17.3% | -7.8% |
| 1Y | -3.2% | +48.3% | -51.5% | -28.7% |
| 3Y | -69.5% | +167.1% | -236.6% | -87.8% |
| 5Y | -77.2% | +222.9% | -300.1% | -92.0% |
| All | -77.2% | +224.0% | -301.2% | -92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling