-13.2%
WDAY vs ENPH
-66.2%
+53.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.7% | +5.7% | +3.1% |
| 7D | +1.8% | -8.4% | +10.3% | +2.1% |
| 30D | +4.1% | -11.2% | +15.2% | +4.4% |
| 3M | -4.8% | -36.1% | +31.2% | -3.6% |
| 6M | +68.6% | -37.9% | +106.6% | +68.6% |
| YTD | -8.5% | -18.7% | +10.1% | -10.8% |
| 1Y | -12.1% | -9.8% | -2.3% | -14.8% |
| 3Y | -13.2% | -66.8% | +53.6% | -15.7% |
| All | -13.2% | -66.2% | +53.0% | -15.7% |
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