+395.5%
ENPH vs HDB
+214.9%
+180.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -2.4% | +0.4% | -2.8% | -2.6% |
| 30D | -6.6% | -2.8% | -3.8% | -5.5% |
| 3M | -46.8% | -3.5% | -43.3% | -46.1% |
| 6M | -14.7% | -24.7% | +10.0% | -2.1% |
| YTD | +13.5% | -36.6% | +50.0% | +42.3% |
| 1Y | -0.4% | -34.4% | +34.0% | +22.1% |
| 3Y | -71.7% | -24.4% | -47.4% | -68.9% |
| 5Y | -79.1% | -35.4% | -43.7% | -75.4% |
| 10Y | +1,898.4% | +39.5% | +1,858.8% | +1,363.4% |
| All | +395.5% | +214.9% | +180.6% | +124.4% |
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