+302.9%
WM vs ENPH
+2,033.5%
-1,730.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.8% | -7.3% | -0.7% |
| 7D | -0.9% | +9.3% | -10.2% | -1.1% |
| 30D | -4.3% | -7.3% | +2.9% | -4.2% |
| 3M | +0.8% | -31.7% | +32.5% | +1.5% |
| 6M | -10.8% | -3.5% | -7.3% | -11.2% |
| YTD | -0.1% | +21.2% | -21.2% | -1.5% |
| 1Y | +1.0% | +0.1% | +1.0% | -0.1% |
| 3Y | +45.1% | -67.7% | +112.8% | +46.3% |
| 5Y | +52.1% | -76.2% | +128.3% | +53.4% |
| 10Y | +302.9% | +2,057.2% | -1,754.3% | +267.6% |
| All | +302.9% | +2,033.5% | -1,730.6% | +267.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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