+1,394.6%
WDC vs ENPH
-70.0%
+1,464.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.4% | +6.5% | +1.8% |
| 7D | +7.5% | +3.4% | +4.1% | +6.9% |
| 30D | +10.1% | -10.3% | +20.3% | +11.5% |
| 3M | -6.8% | -31.4% | +24.6% | -2.4% |
| 6M | +84.1% | -10.1% | +94.3% | +87.0% |
| YTD | +180.3% | +14.6% | +165.7% | +175.7% |
| 1Y | +411.1% | -3.2% | +414.3% | +407.7% |
| All | +1,394.6% | -70.0% | +1,464.6% | +1,580.3% |
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