+264.9%
ENPH vs HDB
+249.2%
+15.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.2% | -4.2% | -4.8% |
| 7D | -7.6% | +4.1% | -11.6% | -9.5% |
| 30D | -16.4% | +13.0% | -29.4% | -21.5% |
| 3M | -34.3% | +11.3% | -45.6% | -38.3% |
| 6M | -28.5% | +6.9% | -35.5% | -31.7% |
| YTD | -16.4% | -29.6% | +13.2% | -1.2% |
| 1Y | -12.8% | -29.5% | +16.7% | +2.9% |
| 3Y | -65.7% | -8.1% | -57.5% | -66.1% |
| 5Y | -89.4% | -23.4% | -65.9% | -88.6% |
| 10Y | +2,249.1% | +62.9% | +2,186.2% | +1,480.8% |
| All | +264.9% | +249.2% | +15.6% | +55.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling