-77.3%
ENPH vs WCN
+24.9%
-102.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -0.1% | -3.1% | +3.1% | +1.5% |
| 30D | -10.8% | -3.4% | -7.5% | -9.3% |
| 3M | -33.8% | +3.0% | -36.8% | -35.8% |
| 6M | -16.1% | -3.8% | -12.4% | -16.0% |
| YTD | +13.4% | -8.3% | +21.7% | +17.1% |
| 1Y | -2.6% | -9.7% | +7.1% | +1.2% |
| 3Y | -70.3% | +17.2% | -87.4% | -76.2% |
| All | -77.3% | +24.9% | -102.2% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 5y: compounded portfolio wealth divided by compounded WCN 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…
5y analysis · Full analysis span regression · 6 months rolling