-77.2%
ENPH vs HDB
-38.7%
-38.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.8% | -3.7% | -4.6% |
| 7D | +3.4% | -4.9% | +8.2% | +5.6% |
| 30D | -10.3% | -5.8% | -4.4% | -8.0% |
| 3M | -31.4% | -5.2% | -26.2% | -30.2% |
| 6M | -10.1% | -25.7% | +15.6% | +2.0% |
| YTD | +14.6% | -39.6% | +54.1% | +42.9% |
| 1Y | -3.2% | -36.9% | +33.7% | +17.8% |
| 3Y | -69.5% | -29.7% | -39.7% | -65.7% |
| 5Y | -77.2% | -37.8% | -39.5% | -73.5% |
| All | -77.2% | -38.7% | -38.5% | -73.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling