-77.2%
ENPH vs WAT
-4.9%
-72.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.5% | -5.9% | -5.7% |
| 7D | +3.4% | -1.8% | +5.2% | +4.3% |
| 30D | -10.3% | -1.7% | -8.6% | -9.4% |
| 3M | -31.4% | +9.1% | -40.4% | -34.5% |
| 6M | -10.1% | +32.4% | -42.6% | -23.4% |
| YTD | +14.6% | +6.6% | +8.0% | +8.9% |
| 1Y | -3.2% | +34.7% | -37.9% | -19.4% |
| 3Y | -69.5% | +53.6% | -123.0% | -77.9% |
| 5Y | -77.2% | -4.1% | -73.2% | -79.7% |
| All | -77.2% | -4.9% | -72.3% | -79.7% |
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 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