+111.9%
HAL vs ENPH
-77.5%
+189.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.4% | +6.3% | +1.4% |
| 7D | -1.3% | +3.4% | -4.7% | -1.7% |
| 30D | +10.9% | -10.3% | +21.2% | +11.8% |
| 3M | -5.8% | -31.4% | +25.5% | -3.2% |
| 6M | +8.1% | -10.1% | +18.2% | +7.2% |
| YTD | +33.2% | +14.6% | +18.6% | +27.4% |
| 1Y | +74.2% | -3.2% | +77.4% | +68.5% |
| 3Y | -3.7% | -69.5% | +65.8% | +1.1% |
| 5Y | +111.9% | -77.2% | +189.1% | +141.0% |
| All | +111.9% | -77.5% | +189.4% | +141.0% |
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 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