-2.6%
ENPH vs PTEN
+148.3%
-150.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | -0.1% | +3.5% | -3.5% | -0.2% |
| 30D | -10.8% | +17.5% | -28.4% | -11.5% |
| 3M | -33.8% | +12.7% | -46.6% | -34.1% |
| 6M | -16.1% | +33.1% | -49.2% | -19.0% |
| YTD | +13.4% | +116.4% | -103.0% | +1.1% |
| 1Y | -2.6% | +141.2% | -143.8% | -16.4% |
| All | -2.6% | +148.3% | -150.9% | -16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling