+0.7%
PFE vs ENPH
-69.9%
+70.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | +1.8% | -2.4% | +4.1% | +1.9% |
| 30D | +10.2% | -6.6% | +16.9% | +10.6% |
| 3M | +12.7% | -46.8% | +59.5% | +16.8% |
| 6M | +10.5% | -14.7% | +25.3% | +9.9% |
| YTD | +20.2% | +13.5% | +6.7% | +16.0% |
| 1Y | +24.1% | -0.4% | +24.5% | +20.5% |
| All | +0.7% | -69.9% | +70.6% | +5.8% |
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