+187.4%
HIMS vs ENPH
+78.4%
+109.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.8% | -5.1% | +0.2% |
| 7D | -0.9% | +9.3% | -10.2% | -2.8% |
| 30D | -10.8% | -7.3% | -3.6% | -9.4% |
| 3M | +3.7% | -31.7% | +35.4% | +11.7% |
| 6M | +79.0% | -3.5% | +82.5% | +77.2% |
| YTD | -13.2% | +21.2% | -34.4% | -19.6% |
| 1Y | -43.3% | +0.1% | -43.3% | -45.6% |
| 3Y | +331.4% | -67.7% | +399.1% | +382.0% |
| 5Y | +230.2% | -76.2% | +306.5% | +286.1% |
| All | +187.4% | +78.4% | +109.1% | +223.1% |
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