-69.8%
ENPH vs WPM
+259.8%
-329.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.7% | +4.1% | +1.9% |
| 7D | +1.5% | -3.6% | +5.1% | +3.0% |
| 30D | -12.9% | +12.5% | -25.3% | -17.7% |
| 3M | -27.1% | +40.6% | -67.7% | -38.1% |
| 6M | -15.4% | +0.5% | -16.0% | -17.3% |
| YTD | +15.0% | +29.0% | -14.0% | +0.8% |
| 1Y | -0.7% | +43.8% | -44.5% | -17.8% |
| All | -69.8% | +259.8% | -329.6% | -84.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling