+62.1%
WM vs ENPH
-89.4%
+151.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.4% | +7.0% | +1.7% |
| 7D | +1.2% | -7.6% | +8.7% | +1.3% |
| 30D | +15.2% | -16.4% | +31.6% | +15.4% |
| 3M | +8.3% | -34.3% | +42.7% | +8.7% |
| 6M | +13.1% | -28.5% | +41.7% | +12.7% |
| YTD | +12.5% | -16.4% | +29.0% | +11.2% |
| 1Y | +21.8% | -12.8% | +34.6% | +20.1% |
| 3Y | +48.8% | -65.7% | +114.4% | +47.1% |
| 5Y | +62.1% | -89.4% | +151.4% | +71.6% |
| All | +62.1% | -89.4% | +151.4% | +71.6% |
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 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