-67.7%
ENPH vs PTC
-8.0%
-59.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -5.5% | +12.3% | +8.3% |
| 7D | +9.3% | -12.8% | +22.1% | +13.5% |
| 30D | -7.3% | -9.8% | +2.5% | -4.6% |
| 3M | -31.7% | -2.1% | -29.7% | -31.8% |
| 6M | -3.5% | -18.1% | +14.6% | +4.3% |
| YTD | +21.2% | -23.5% | +44.7% | +35.1% |
| 1Y | +0.1% | -37.4% | +37.4% | +23.7% |
| 3Y | -67.7% | -7.2% | -60.5% | -73.2% |
| All | -67.7% | -8.0% | -59.7% | -73.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling