-64.6%
ENPH vs HTZ
-82.6%
+18.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -8.0% | +3.0% | -3.9% |
| 7D | -9.1% | -27.5% | +18.4% | -5.5% |
| 30D | -15.8% | -21.9% | +6.1% | -13.1% |
| 3M | -32.5% | -29.2% | -3.2% | -30.2% |
| 6M | -24.2% | -75.2% | +51.0% | -13.6% |
| YTD | -13.8% | -70.8% | +57.1% | -4.7% |
| 1Y | -15.8% | -76.1% | +60.3% | -4.9% |
| 3Y | -64.6% | -82.5% | +18.0% | -52.6% |
| All | -64.6% | -82.6% | +18.0% | -52.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling