+1,145.2%
WDC vs ENPH
+257.1%
+888.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | 0.0% |
| 7D | +16.3% | -7.6% | +23.8% | +17.5% |
| 30D | -18.3% | -16.4% | -1.9% | -16.7% |
| 3M | -31.4% | -34.3% | +2.9% | -28.1% |
| 6M | -36.3% | -28.5% | -7.7% | -34.2% |
| YTD | +80.8% | -16.4% | +97.3% | +80.4% |
| 1Y | +87.7% | -12.8% | +100.5% | +86.3% |
| 3Y | +819.4% | -65.7% | +885.1% | +871.0% |
| 5Y | +583.2% | -89.4% | +672.6% | +698.4% |
| 10Y | +689.8% | +2,249.1% | -1,559.3% | +379.5% |
| All | +1,145.2% | +257.1% | +888.1% | +732.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling