-89.3%
ENPH vs WAT
+28.6%
-117.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.2% | -2.4% |
| 7D | -8.4% | +0.6% | -9.0% | -8.7% |
| 30D | -11.2% | +5.4% | -16.6% | -13.7% |
| 3M | -36.1% | +11.3% | -47.4% | -39.8% |
| 6M | -37.9% | +37.4% | -75.3% | -47.9% |
| YTD | -18.7% | +21.2% | -39.8% | -28.1% |
| 1Y | -9.8% | +21.3% | -31.2% | -20.4% |
| 3Y | -66.8% | +83.4% | -150.2% | -78.5% |
| All | -89.3% | +28.6% | -117.9% | -91.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling