-9.8%
ENPH vs HTZ
-75.7%
+65.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | -0.1% | -2.2% |
| 7D | -8.4% | -8.5% | +0.1% | -7.1% |
| 30D | -11.2% | -18.9% | +7.7% | -8.1% |
| 3M | -36.1% | -36.0% | 0.0% | -32.1% |
| 6M | -37.9% | -74.6% | +36.6% | -28.2% |
| YTD | -18.7% | -70.8% | +52.2% | -7.8% |
| 1Y | -9.8% | -75.3% | +65.5% | +9.2% |
| All | -9.8% | -75.7% | +65.9% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling