-68.2%
ENPH vs PFGC
+63.7%
-131.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.9% | +8.6% | +6.8% |
| 7D | +9.3% | -2.4% | +11.7% | +9.4% |
| 30D | -7.3% | -15.8% | +8.5% | -6.5% |
| 3M | -31.7% | -0.6% | -31.1% | -31.8% |
| 6M | -3.5% | +10.7% | -14.1% | -4.2% |
| YTD | +21.2% | +7.6% | +13.5% | +18.0% |
| 1Y | +0.1% | -7.8% | +7.9% | +1.9% |
| All | -68.2% | +63.7% | -131.9% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 3y: compounded portfolio wealth divided by compounded PFGC 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…
3y analysis · Full analysis span regression · 6 months rolling