+429.0%
ENPH vs PTEN
-2.8%
+431.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.9% | +4.8% | +6.3% |
| 7D | +9.3% | -1.0% | +10.3% | +9.5% |
| 30D | -7.3% | +29.3% | -36.6% | -13.8% |
| 3M | -31.7% | +7.2% | -39.0% | -33.9% |
| 6M | -3.5% | +43.5% | -47.0% | -15.0% |
| YTD | +21.2% | +113.2% | -92.1% | -4.5% |
| 1Y | +0.1% | +135.1% | -135.0% | -24.1% |
| 3Y | -67.7% | -4.8% | -62.9% | -70.2% |
| 5Y | -76.2% | +94.6% | -170.8% | -83.7% |
| 10Y | +2,057.2% | -24.2% | +2,081.4% | +1,286.2% |
| All | +429.0% | -2.8% | +431.8% | +163.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling