+255.2%
ENPH vs WAT
+398.8%
-143.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.3% |
| 3M | -36.1% | +11.3% | -47.4% | -40.6% |
| 6M | -37.9% | +37.4% | -75.3% | -49.8% |
| YTD | -18.7% | +21.2% | -39.8% | -30.1% |
| 1Y | -9.8% | +21.3% | -31.2% | -22.7% |
| 3Y | -66.8% | +83.4% | -150.2% | -79.8% |
| 5Y | -89.6% | +29.0% | -118.6% | -92.2% |
| 10Y | +2,186.8% | +223.9% | +1,962.9% | +678.4% |
| All | +255.2% | +398.8% | -143.6% | -26.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling