+313.2%
WMB vs ENPH
+1,928.7%
-1,615.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.5% | -0.5% |
| 7D | 0.0% | +3.4% | -3.4% | -0.3% |
| 30D | +4.6% | -10.3% | +14.9% | +5.3% |
| 3M | +5.7% | -31.4% | +37.1% | +8.1% |
| 6M | +4.2% | -10.1% | +14.3% | +3.6% |
| YTD | +26.8% | +14.6% | +12.3% | +22.8% |
| 1Y | +34.7% | -3.2% | +37.9% | +31.6% |
| 3Y | +146.8% | -69.5% | +216.3% | +154.0% |
| 5Y | +285.0% | -77.2% | +362.3% | +292.7% |
| 10Y | +313.2% | +1,940.0% | -1,626.8% | +234.5% |
| All | +313.2% | +1,928.7% | -1,615.5% | +234.5% |
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