+50.7%
PFE vs ENPH
+2,496.3%
-2,445.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | +0.2% |
| 7D | -3.0% | -10.3% | +7.3% | -2.6% |
| 30D | +5.2% | -10.1% | +15.3% | +5.5% |
| 3M | +12.2% | -33.1% | +45.3% | +13.5% |
| 6M | +17.8% | -24.8% | +42.6% | +18.1% |
| YTD | +26.2% | -11.7% | +37.9% | +25.3% |
| 1Y | +23.2% | -8.2% | +31.4% | +22.1% |
| 3Y | +21.3% | -63.7% | +85.0% | +22.2% |
| 5Y | -23.1% | -88.7% | +65.6% | -21.0% |
| 10Y | +50.7% | +2,382.5% | -2,331.7% | +44.0% |
| All | +50.7% | +2,496.3% | -2,445.6% | +44.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling