+1,940.0%
ENPH vs PTC
+196.2%
+1,743.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.3% | -2.2% | -3.4% |
| 7D | +3.4% | -13.6% | +17.0% | +12.7% |
| 30D | -10.3% | -14.7% | +4.4% | -1.5% |
| 3M | -31.4% | -5.9% | -25.5% | -31.3% |
| 6M | -10.1% | -21.1% | +11.0% | -0.2% |
| YTD | +14.6% | -26.0% | +40.6% | +32.3% |
| 1Y | -3.2% | -36.8% | +33.6% | +24.9% |
| 3Y | -69.5% | -10.3% | -59.2% | -70.8% |
| 5Y | -77.2% | +1.2% | -78.4% | -80.2% |
| 10Y | +1,940.0% | +198.3% | +1,741.7% | +783.3% |
| All | +1,940.0% | +196.2% | +1,743.8% | +783.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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