+149.0%
WMB vs ENPH
-68.2%
+217.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.8% | -4.5% | +2.2% |
| 7D | +0.8% | +9.3% | -8.5% | +0.7% |
| 30D | +7.7% | -7.3% | +15.0% | +7.8% |
| 3M | +6.7% | -31.7% | +38.4% | +7.3% |
| 6M | +3.6% | -3.5% | +7.1% | +3.4% |
| YTD | +28.0% | +21.2% | +6.8% | +26.7% |
| 1Y | +37.6% | +0.1% | +37.6% | +36.6% |
| 3Y | +149.0% | -67.7% | +216.7% | +153.0% |
| All | +149.0% | -68.2% | +217.2% | +153.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling