+1,947.8%
ENPH vs HDB
+32.9%
+1,914.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.9% |
| 7D | +1.5% | -6.2% | +7.7% | +4.8% |
| 30D | -12.9% | -6.2% | -6.6% | -10.2% |
| 3M | -27.1% | -5.9% | -21.2% | -25.4% |
| 6M | -15.4% | -25.9% | +10.5% | -2.2% |
| YTD | +15.0% | -40.2% | +55.2% | +48.8% |
| 1Y | -0.7% | -38.0% | +37.3% | +25.4% |
| 3Y | -69.3% | -30.5% | -38.9% | -64.7% |
| 5Y | -76.7% | -38.1% | -38.6% | -72.0% |
| All | +1,947.8% | +32.9% | +1,914.8% | +1,257.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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