+1,919.4%
ENPH vs WPM
+558.4%
+1,361.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -2.1% |
| 7D | -0.1% | -0.6% | +0.5% | +0.1% |
| 30D | -10.8% | +14.4% | -25.3% | -15.0% |
| 3M | -33.8% | +37.0% | -70.8% | -40.8% |
| 6M | -16.1% | +4.1% | -20.3% | -18.4% |
| YTD | +13.4% | +31.7% | -18.3% | +2.6% |
| 1Y | -2.6% | +44.2% | -46.8% | -14.9% |
| 3Y | -70.3% | +265.5% | -335.7% | -80.6% |
| 5Y | -77.0% | +262.5% | -339.5% | -85.2% |
| All | +1,919.4% | +558.4% | +1,361.0% | +1,118.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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