-14.6%
PCG vs ENPH
-70.0%
+55.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.4% | +1.2% | -3.9% |
| 7D | +6.5% | +3.4% | +3.1% | +6.3% |
| 30D | -16.7% | -10.3% | -6.5% | -16.2% |
| 3M | -14.2% | -31.4% | +17.2% | -12.6% |
| 6M | -21.5% | -10.1% | -11.3% | -22.0% |
| YTD | -11.2% | +14.6% | -25.8% | -13.8% |
| 1Y | -4.2% | -3.2% | -1.0% | -6.3% |
| All | -14.6% | -70.0% | +55.4% | -13.9% |
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