-84.2%
ENPH vs HTZ
-91.9%
+7.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -20.8% | +12.6% | -4.5% |
| 7D | +12.0% | -7.7% | +19.8% | +13.5% |
| 30D | -14.6% | -13.1% | -1.5% | -12.6% |
| 3M | -25.6% | +14.7% | -40.4% | -28.9% |
| 6M | -19.6% | -70.6% | +51.0% | -5.5% |
| YTD | -9.6% | -65.2% | +55.6% | +1.3% |
| 1Y | -10.0% | -73.2% | +63.2% | +5.3% |
| 3Y | -64.2% | -80.8% | +16.7% | -59.0% |
| 5Y | -87.8% | -94.8% | +7.0% | -82.0% |
| All | -84.2% | -91.9% | +7.7% | -76.9% |
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