-2.6%
HD vs ENPH
-14.2%
+11.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.3% |
| 7D | +1.5% | -8.4% | +9.9% | +2.0% |
| 30D | +18.0% | -11.2% | +29.2% | +18.6% |
| 3M | +2.8% | -36.1% | +38.9% | +4.9% |
| 6M | +17.0% | -37.9% | +54.9% | +18.4% |
| YTD | +3.5% | -18.7% | +22.2% | +0.1% |
| 1Y | -2.6% | -9.8% | +7.2% | -9.2% |
| All | -2.6% | -14.2% | +11.7% | -9.2% |
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 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