-80.1%
ENPH vs HTZ
-89.5%
+9.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.2% | -0.1% |
| 7D | -2.4% | +7.5% | -9.8% | -3.6% |
| 30D | -6.6% | +47.4% | -54.1% | -14.1% |
| 3M | -46.8% | -54.9% | +8.1% | -41.7% |
| 6M | -14.7% | -47.0% | +32.3% | -10.7% |
| YTD | +13.5% | -55.3% | +68.7% | +22.3% |
| 1Y | -0.4% | -57.6% | +57.2% | +5.6% |
| 3Y | -71.7% | -86.6% | +14.9% | -62.3% |
| 5Y | -79.1% | -86.1% | +7.0% | -72.0% |
| All | -80.1% | -89.5% | +9.4% | -72.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling