+141.5%
HIMS vs ENPH
-89.7%
+231.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +0.8% |
| 7D | -24.1% | -8.4% | -15.7% | -21.9% |
| 30D | -28.8% | -11.2% | -17.6% | -26.9% |
| 3M | -31.4% | -36.1% | +4.6% | -22.1% |
| 6M | -18.3% | -37.9% | +19.7% | -8.8% |
| YTD | -39.2% | -18.7% | -20.6% | -40.4% |
| 1Y | -45.3% | -9.8% | -35.4% | -48.2% |
| 3Y | +181.9% | -66.8% | +248.7% | +218.5% |
| All | +141.5% | -89.7% | +231.2% | +307.9% |
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