+386.0%
WDC vs ENPH
-4.2%
+390.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.4% | -4.8% | -4.5% |
| 7D | +4.4% | +1.5% | +2.9% | +4.0% |
| 30D | +5.3% | -12.9% | +18.1% | +8.0% |
| 3M | -5.9% | -27.1% | +21.2% | -0.7% |
| 6M | +73.2% | -15.4% | +88.7% | +79.8% |
| YTD | +167.8% | +15.0% | +152.8% | +166.7% |
| 1Y | +386.0% | -0.7% | +386.7% | +371.1% |
| All | +386.0% | -4.2% | +390.2% | +371.1% |
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 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