-76.7%
ENPH vs WPM
+252.7%
-329.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -17.4% |
| 3M | -27.1% | +40.6% | -67.7% | -37.5% |
| 6M | -15.4% | +0.5% | -16.0% | -17.2% |
| YTD | +15.0% | +29.0% | -14.0% | +1.7% |
| 1Y | -0.7% | +43.8% | -44.5% | -16.7% |
| 3Y | -69.3% | +266.3% | -335.6% | -82.8% |
| 5Y | -76.7% | +255.1% | -331.8% | -87.3% |
| All | -76.7% | +252.7% | -329.4% | -87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling