+281.4%
WMB vs ENPH
+2,128.2%
-1,846.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.1% | -0.3% |
| 7D | +7.8% | -8.4% | +16.2% | +8.4% |
| 30D | -5.1% | -11.2% | +6.1% | -4.6% |
| 3M | -4.7% | -36.1% | +31.4% | -2.1% |
| 6M | -7.4% | -37.9% | +30.5% | -5.6% |
| YTD | +17.5% | -18.7% | +36.1% | +16.0% |
| 1Y | +19.5% | -9.8% | +29.3% | +16.9% |
| 3Y | +121.3% | -66.8% | +188.1% | +124.5% |
| 5Y | +200.5% | -89.6% | +290.2% | +227.7% |
| All | +281.4% | +2,128.2% | -1,846.9% | +202.2% |
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