+1,947.8%
ENPH vs WEC
+146.6%
+1,801.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.1% | +0.6% |
| 7D | +1.5% | -1.3% | +2.8% | +1.9% |
| 30D | -12.9% | -0.4% | -12.5% | -12.8% |
| 3M | -27.1% | -6.8% | -20.3% | -25.9% |
| 6M | -15.4% | -6.4% | -9.0% | -14.3% |
| YTD | +15.0% | +2.5% | +12.5% | +13.1% |
| 1Y | -0.7% | -0.4% | -0.3% | -1.7% |
| 3Y | -69.3% | +38.5% | -107.9% | -72.9% |
| 5Y | -76.7% | +31.7% | -108.4% | -79.2% |
| All | +1,947.8% | +146.6% | +1,801.2% | +1,380.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling