+395.5%
ENPH vs WEC
+385.1%
+10.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -2.4% | -0.3% | -2.1% | -2.3% |
| 30D | -6.6% | -1.3% | -5.3% | -6.4% |
| 3M | -46.8% | -3.9% | -42.9% | -46.5% |
| 6M | -14.7% | -8.3% | -6.4% | -13.2% |
| YTD | +13.5% | +3.1% | +10.4% | +11.6% |
| 1Y | -0.4% | +1.9% | -2.3% | -2.0% |
| 3Y | -71.7% | +41.9% | -113.7% | -74.9% |
| 5Y | -79.1% | +30.8% | -109.9% | -81.1% |
| 10Y | +1,898.4% | +141.9% | +1,756.4% | +1,386.2% |
| All | +395.5% | +385.1% | +10.4% | +127.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling