-89.3%
ENPH vs HRB
+140.6%
-230.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.2% | -2.5% |
| 7D | -8.4% | -5.1% | -3.3% | -8.0% |
| 30D | -11.2% | +8.7% | -19.8% | -11.7% |
| 3M | -36.1% | -5.4% | -30.7% | -35.8% |
| 6M | -37.9% | +41.6% | -79.5% | -40.7% |
| YTD | -18.7% | +18.7% | -37.3% | -18.9% |
| 1Y | -9.8% | +16.4% | -26.3% | -9.7% |
| 3Y | -66.8% | +22.0% | -88.8% | -68.9% |
| All | -89.3% | +140.6% | -230.0% | -91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling