+272.9%
WMB vs ENPH
+2,435.8%
-2,162.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.0% | +6.5% | +1.9% |
| 7D | -6.9% | -9.1% | +2.2% | -6.3% |
| 30D | -7.2% | -15.8% | +8.6% | -6.3% |
| 3M | -5.4% | -32.5% | +27.0% | -3.2% |
| 6M | -4.9% | -24.2% | +19.3% | -4.4% |
| YTD | +14.7% | -13.8% | +28.5% | +12.8% |
| 1Y | +14.7% | -15.8% | +30.5% | +12.9% |
| 3Y | +116.4% | -64.6% | +180.9% | +118.6% |
| 5Y | +198.5% | -88.1% | +286.6% | +221.7% |
| All | +272.9% | +2,435.8% | -2,162.9% | +194.5% |
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