+334.2%
HBAN vs ENPH
+391.5%
-57.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | -1.9% | +1.5% | -3.4% | -2.1% |
| 30D | -5.9% | -12.9% | +7.0% | -4.9% |
| 3M | +0.2% | -27.1% | +27.4% | +2.3% |
| 6M | +6.6% | -15.4% | +22.1% | +6.6% |
| YTD | -1.7% | +15.0% | -16.7% | -4.8% |
| 1Y | -1.7% | -0.7% | -1.0% | -4.0% |
| 3Y | +74.9% | -69.3% | +144.2% | +81.0% |
| 5Y | +36.0% | -76.7% | +112.7% | +40.0% |
| 10Y | +156.9% | +1,947.8% | -1,790.9% | +80.5% |
| All | +334.2% | +391.5% | -57.2% | +212.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling