+380.2%
WMB vs ENPH
+257.1%
+123.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.4% | +6.1% | +1.2% |
| 7D | +8.1% | -7.6% | +15.6% | +8.7% |
| 30D | -6.9% | -16.4% | +9.5% | -5.9% |
| 3M | -5.1% | -34.3% | +29.2% | -2.4% |
| 6M | -5.7% | -28.5% | +22.8% | -4.7% |
| YTD | +18.1% | -16.4% | +34.5% | +16.3% |
| 1Y | +18.4% | -12.8% | +31.2% | +16.1% |
| 3Y | +122.7% | -65.7% | +188.4% | +125.9% |
| 5Y | +202.0% | -89.4% | +291.4% | +229.0% |
| 10Y | +283.8% | +2,249.1% | -1,965.3% | +141.9% |
| All | +380.2% | +257.1% | +123.1% | +221.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling