+104.3%
PBR vs ENPH
-69.9%
+174.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.1% |
| 7D | +4.2% | +1.5% | +2.7% | +4.2% |
| 30D | +22.7% | -12.9% | +35.6% | +23.4% |
| 3M | +21.5% | -27.1% | +48.6% | +22.9% |
| 6M | +24.0% | -15.4% | +39.4% | +23.9% |
| YTD | +88.2% | +15.0% | +73.2% | +82.6% |
| 1Y | +74.8% | -0.7% | +75.5% | +70.9% |
| All | +104.3% | -69.9% | +174.2% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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