-88.2%
ENPH vs HTZ
-95.4%
+7.2%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -8.4% | +6.7% | -0.2% |
| 7D | +11.0% | -14.6% | +25.6% | +14.1% |
| 30D | -15.0% | -20.8% | +5.8% | -11.5% |
| 3M | -28.2% | -18.8% | -9.4% | -26.7% |
| 6M | -20.5% | -74.7% | +54.2% | -3.0% |
| YTD | -11.2% | -68.1% | +56.9% | +1.6% |
| 1Y | -8.7% | -73.5% | +64.8% | +7.8% |
| 3Y | -63.6% | -81.8% | +18.2% | -56.9% |
| All | -88.2% | -95.4% | +7.2% | -80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling