-69.9%
ENPH vs HRB
+25.9%
-95.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.6% | -3.8% | -5.6% |
| 7D | +3.4% | -10.6% | +14.0% | +2.1% |
| 30D | -10.3% | -0.8% | -9.4% | -10.0% |
| 3M | -31.4% | +19.1% | -50.4% | -29.5% |
| 6M | -10.1% | +48.7% | -58.8% | -7.5% |
| YTD | +14.6% | +7.1% | +7.5% | +21.4% |
| 1Y | -3.2% | -8.3% | +5.1% | +5.3% |
| All | -69.9% | +25.9% | -95.9% | -72.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling