+113.2%
WDC vs ENPH
+8.1%
+105.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.7% | -10.5% | -7.5% |
| 7D | -18.3% | +26.3% | -44.6% | -22.2% |
| 30D | -26.7% | -5.7% | -21.0% | -26.1% |
| 3M | -40.9% | -24.5% | -16.5% | -37.8% |
| 6M | -26.8% | -3.0% | -23.7% | -24.3% |
| YTD | +88.2% | -1.6% | +89.7% | +78.8% |
| 1Y | +113.2% | +8.8% | +104.4% | +91.7% |
| All | +113.2% | +8.1% | +105.1% | +91.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling