+59.2%
HAL vs ENPH
-89.7%
+148.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.7% | +5.8% | +3.3% |
| 7D | +6.1% | -8.4% | +14.5% | +6.9% |
| 30D | +2.9% | -11.2% | +14.1% | +3.6% |
| 3M | +3.3% | -36.1% | +39.4% | +7.1% |
| 6M | -16.9% | -37.9% | +21.0% | -14.8% |
| YTD | +21.2% | -18.7% | +39.8% | +18.6% |
| 1Y | +27.5% | -9.8% | +37.4% | +23.2% |
| 3Y | -6.4% | -66.8% | +60.4% | -4.2% |
| All | +59.2% | -89.7% | +148.9% | +92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling