+88.5%
WDC vs ENPH
-14.2%
+102.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.7% | -2.3% | -4.5% |
| 7D | +12.1% | -8.4% | +20.5% | +14.1% |
| 30D | -18.8% | -11.2% | -7.6% | -17.1% |
| 3M | -39.3% | -36.1% | -3.2% | -33.8% |
| 6M | -40.1% | -37.9% | -2.2% | -32.8% |
| YTD | +71.8% | -18.7% | +90.5% | +69.6% |
| 1Y | +88.5% | -9.8% | +98.3% | +71.5% |
| All | +88.5% | -14.2% | +102.7% | +71.5% |
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 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