+770.0%
WDC vs ENPH
-66.2%
+836.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.7% | -2.3% | -4.6% |
| 7D | +12.1% | -8.4% | +20.5% | +13.5% |
| 30D | -18.8% | -11.2% | -7.6% | -17.7% |
| 3M | -39.3% | -36.1% | -3.2% | -35.6% |
| 6M | -40.1% | -37.9% | -2.2% | -35.9% |
| YTD | +71.8% | -18.7% | +90.5% | +76.2% |
| 1Y | +88.5% | -9.8% | +98.3% | +91.3% |
| 3Y | +770.0% | -66.8% | +836.8% | +913.4% |
| All | +770.0% | -66.2% | +836.2% | +913.4% |
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