+68.3%
HAL vs ENPH
-1.9%
+70.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | +2.9% | -2.4% | +5.3% | +3.0% |
| 30D | +17.0% | -6.6% | +23.7% | +17.1% |
| 3M | -9.7% | -46.8% | +37.2% | -9.2% |
| 6M | +8.6% | -14.7% | +23.4% | +9.8% |
| YTD | +33.0% | +13.5% | +19.5% | +34.7% |
| 1Y | +68.3% | -0.4% | +68.7% | +66.0% |
| All | +68.3% | -1.9% | +70.2% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 1y: compounded portfolio wealth divided by compounded ENPH 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…
1y analysis · Full analysis span regression · 6 months rolling