+2,249.1%
ENPH vs WAT
+223.8%
+2,025.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.8% | -3.5% | -4.3% |
| 7D | -7.6% | +2.0% | -9.6% | -8.6% |
| 30D | -16.4% | +7.7% | -24.1% | -20.2% |
| 3M | -34.3% | +11.1% | -45.4% | -38.5% |
| 6M | -28.5% | +31.2% | -59.8% | -39.9% |
| YTD | -16.4% | +21.7% | -38.1% | -27.5% |
| 1Y | -12.8% | +19.3% | -32.1% | -23.4% |
| 3Y | -65.7% | +80.6% | -146.3% | -78.1% |
| 5Y | -89.4% | +29.5% | -118.9% | -91.7% |
| All | +2,249.1% | +223.8% | +2,025.3% | +597.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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