+1,919.4%
ENPH vs PTEN
-15.6%
+1,935.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | -0.1% | +3.5% | -3.5% | -0.8% |
| 30D | -10.8% | +17.5% | -28.4% | -14.2% |
| 3M | -33.8% | +12.7% | -46.6% | -36.2% |
| 6M | -16.1% | +33.1% | -49.2% | -23.2% |
| YTD | +13.4% | +116.4% | -103.0% | -7.4% |
| 1Y | -2.6% | +141.2% | -143.8% | -23.2% |
| 3Y | -70.3% | -3.8% | -66.5% | -72.2% |
| 5Y | -77.0% | +92.7% | -169.7% | -82.9% |
| All | +1,919.4% | -15.6% | +1,935.1% | +987.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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