+53.9%
WM vs ENPH
-78.8%
+132.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -0.3% | -2.4% | +2.1% | -0.3% |
| 30D | -2.4% | -6.6% | +4.3% | -2.3% |
| 3M | +0.4% | -46.8% | +47.2% | +1.1% |
| 6M | -9.5% | -14.7% | +5.3% | -9.8% |
| YTD | +0.5% | +13.5% | -13.0% | -0.8% |
| 1Y | -1.1% | -0.4% | -0.7% | -2.1% |
| 3Y | +46.0% | -71.7% | +117.8% | +47.8% |
| All | +53.9% | -78.8% | +132.7% | +58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling