-85.8%
ENPH vs HTZ
-93.2%
+7.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | -0.1% | -2.2% |
| 7D | -8.4% | -8.5% | +0.1% | -7.0% |
| 30D | -11.2% | -18.9% | +7.7% | -8.0% |
| 3M | -36.1% | -36.0% | 0.0% | -31.4% |
| 6M | -37.9% | -74.6% | +36.6% | -25.1% |
| YTD | -18.7% | -70.8% | +52.2% | -6.1% |
| 1Y | -9.8% | -75.3% | +65.5% | +7.1% |
| 3Y | -66.8% | -81.6% | +14.8% | -62.6% |
| 5Y | -89.6% | -94.4% | +4.8% | -84.5% |
| All | -85.8% | -93.2% | +7.4% | -78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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