+2,186.8%
ENPH vs HDB
+63.5%
+2,123.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.1% | -2.9% |
| 7D | -8.4% | +2.7% | -11.2% | -9.7% |
| 30D | -11.2% | +14.1% | -25.3% | -17.1% |
| 3M | -36.1% | +11.8% | -47.9% | -40.1% |
| 6M | -37.9% | +8.2% | -46.1% | -41.0% |
| YTD | -18.7% | -29.3% | +10.7% | -3.9% |
| 1Y | -9.8% | -28.8% | +19.0% | +6.0% |
| 3Y | -66.8% | -7.5% | -59.3% | -67.4% |
| 5Y | -89.6% | -23.1% | -66.6% | -88.9% |
| All | +2,186.8% | +63.5% | +2,123.3% | +1,297.9% |
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