+1,228.2%
WDC vs ENPH
+1,936.5%
-708.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.4% | -4.8% | -4.5% |
| 7D | +4.4% | +1.5% | +2.9% | +4.1% |
| 30D | +5.3% | -12.9% | +18.1% | +7.2% |
| 3M | -5.9% | -27.1% | +21.2% | -1.7% |
| 6M | +73.2% | -15.4% | +88.7% | +75.9% |
| YTD | +167.8% | +15.0% | +152.8% | +156.6% |
| 1Y | +386.0% | -0.7% | +386.7% | +372.6% |
| 3Y | +1,309.7% | -69.3% | +1,379.0% | +1,422.6% |
| 5Y | +957.1% | -76.7% | +1,033.8% | +1,024.2% |
| All | +1,228.2% | +1,936.5% | -708.3% | +779.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling