+285.3%
WMB vs ENPH
-77.3%
+362.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.8% | -4.5% | +2.0% |
| 7D | +0.8% | +9.3% | -8.5% | +0.5% |
| 30D | +7.7% | -7.3% | +15.0% | +8.0% |
| 3M | +6.7% | -31.7% | +38.4% | +8.0% |
| 6M | +3.6% | -3.5% | +7.1% | +3.0% |
| YTD | +28.0% | +21.2% | +6.8% | +25.3% |
| 1Y | +37.6% | +0.1% | +37.6% | +35.6% |
| 3Y | +149.0% | -67.7% | +216.7% | +154.2% |
| 5Y | +285.3% | -76.2% | +361.5% | +313.8% |
| All | +285.3% | -77.3% | +362.6% | +313.8% |
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