-77.2%
ENPH vs WEC
+30.7%
-107.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.6% | -5.2% |
| 7D | +3.4% | +0.4% | +3.0% | +3.3% |
| 30D | -10.3% | +0.9% | -11.2% | -10.6% |
| 3M | -31.4% | -5.3% | -26.1% | -30.6% |
| 6M | -10.1% | -6.6% | -3.6% | -9.0% |
| YTD | +14.6% | +3.3% | +11.3% | +11.8% |
| 1Y | -3.2% | +2.1% | -5.3% | -5.5% |
| 3Y | -69.5% | +39.6% | -109.0% | -74.0% |
| 5Y | -77.2% | +31.2% | -108.4% | -79.2% |
| All | -77.2% | +30.7% | -107.9% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling