-0.4%
ENPH vs PFG
+51.4%
-51.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.9% |
| 7D | -2.4% | +5.5% | -7.9% | -5.1% |
| 30D | -6.6% | +2.4% | -9.0% | -7.9% |
| 3M | -46.8% | +13.6% | -60.4% | -51.6% |
| 6M | -14.7% | +27.9% | -42.6% | -28.7% |
| YTD | +13.5% | +35.6% | -22.1% | -7.0% |
| 1Y | -0.4% | +48.5% | -48.9% | -18.5% |
| All | -0.4% | +51.4% | -51.8% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling