+395.5%
ENPH vs WPM
+462.0%
-66.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +0.5% |
| 7D | -2.4% | +1.1% | -3.4% | -2.7% |
| 30D | -6.6% | +26.4% | -33.0% | -12.6% |
| 3M | -46.8% | +20.8% | -67.7% | -49.6% |
| 6M | -14.7% | +1.1% | -15.9% | -15.8% |
| YTD | +13.5% | +32.5% | -19.0% | +4.3% |
| 1Y | -0.4% | +51.5% | -51.9% | -12.1% |
| 3Y | -71.7% | +267.0% | -338.8% | -80.2% |
| 5Y | -79.1% | +250.1% | -329.2% | -85.4% |
| 10Y | +1,898.4% | +540.4% | +1,358.0% | +1,101.1% |
| All | +395.5% | +462.0% | -66.5% | +210.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling