+50.9%
PNC vs ENPH
-77.1%
+128.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.6% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | -4.4% | -10.8% | +6.4% | -3.6% |
| 3M | +5.2% | -33.8% | +39.1% | +8.3% |
| 6M | +20.6% | -16.1% | +36.8% | +20.4% |
| YTD | +19.8% | +13.4% | +6.3% | +15.5% |
| 1Y | +24.4% | -2.6% | +27.0% | +21.1% |
| 3Y | +131.2% | -70.3% | +201.5% | +140.8% |
| All | +50.9% | -77.1% | +128.0% | +57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling