-88.2%
ENPH vs ALHC
-64.2%
-24.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -1.3% |
| 7D | +11.0% | +1.0% | +10.0% | +10.8% |
| 30D | -15.0% | -14.2% | -0.9% | -13.3% |
| 3M | -28.2% | -45.1% | +16.9% | -21.8% |
| 6M | -20.5% | -59.5% | +39.1% | -11.4% |
| YTD | -11.2% | -62.8% | +51.7% | -1.3% |
| 1Y | -8.7% | -55.5% | +46.8% | -3.0% |
| 3Y | -63.6% | +25.7% | -89.3% | -74.3% |
| All | -88.2% | -64.2% | -24.0% | -89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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