+482.1%
PNC vs ENPH
+417.7%
+64.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.8% | -7.9% | -1.6% |
| 7D | +2.3% | +9.3% | -7.0% | +1.6% |
| 30D | -3.8% | -7.3% | +3.4% | -3.4% |
| 3M | +7.8% | -31.7% | +39.5% | +10.3% |
| 6M | +19.7% | -3.5% | +23.2% | +18.5% |
| YTD | +19.1% | +21.2% | -2.0% | +15.2% |
| 1Y | +23.1% | +0.1% | +23.1% | +20.3% |
| 3Y | +132.1% | -67.7% | +199.8% | +138.5% |
| 5Y | +52.2% | -76.2% | +128.5% | +55.8% |
| 10Y | +271.4% | +2,057.2% | -1,785.8% | +176.2% |
| All | +482.1% | +417.7% | +64.4% | +341.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling