+1,769.8%
WDC vs ENPH
+384.9%
+1,384.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.7% | +5.8% |
| 7D | +1.7% | -2.4% | +4.1% | +2.0% |
| 30D | -10.0% | -6.6% | -3.3% | -9.4% |
| 3M | -18.8% | -46.8% | +28.1% | -12.1% |
| 6M | +79.0% | -14.7% | +93.8% | +81.4% |
| YTD | +171.6% | +13.5% | +158.1% | +161.9% |
| 1Y | +417.4% | -0.4% | +417.8% | +404.4% |
| 3Y | +1,251.8% | -71.7% | +1,323.5% | +1,361.9% |
| 5Y | +911.7% | -79.1% | +990.8% | +985.8% |
| 10Y | +1,399.6% | +1,898.4% | -498.7% | +809.8% |
| All | +1,769.8% | +384.9% | +1,384.8% | +1,109.1% |
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 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