-76.7%
ENPH vs HUBB
+148.7%
-225.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.7% |
| 7D | +1.5% | -1.7% | +3.2% | +2.5% |
| 30D | -12.9% | -12.7% | -0.2% | -6.5% |
| 3M | -27.1% | -2.9% | -24.2% | -25.7% |
| 6M | -15.4% | -4.8% | -10.7% | -13.3% |
| YTD | +15.0% | +2.8% | +12.2% | +12.5% |
| 1Y | -0.7% | +3.5% | -4.2% | -3.6% |
| 3Y | -69.3% | +43.5% | -112.9% | -77.2% |
| 5Y | -76.7% | +154.2% | -230.9% | -89.0% |
| All | -76.7% | +148.7% | -225.4% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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