+1,919.4%
ENPH vs HRB
+209.1%
+1,710.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.5% |
| 7D | -0.1% | -8.0% | +8.0% | +1.1% |
| 30D | -10.8% | -16.0% | +5.1% | -8.6% |
| 3M | -33.8% | +26.9% | -60.7% | -37.0% |
| 6M | -16.1% | +51.1% | -67.3% | -23.9% |
| YTD | +13.4% | +7.1% | +6.4% | +10.2% |
| 1Y | -2.6% | -9.6% | +7.0% | -1.7% |
| 3Y | -70.3% | +25.4% | -95.7% | -72.8% |
| 5Y | -77.0% | +114.9% | -191.9% | -81.4% |
| All | +1,919.4% | +209.1% | +1,710.3% | +1,186.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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