+256.9%
HL vs ENPH
+1,908.3%
-1,651.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.0% |
| 7D | -4.4% | -0.1% | -4.3% | -4.4% |
| 30D | +9.3% | -10.8% | +20.1% | +11.2% |
| 3M | +32.0% | -33.8% | +65.8% | +40.0% |
| 6M | -6.4% | -16.1% | +9.7% | -5.6% |
| YTD | +3.1% | +13.4% | -10.3% | -1.7% |
| 1Y | +77.6% | -2.6% | +80.2% | +72.3% |
| 3Y | +392.8% | -70.3% | +463.1% | +440.3% |
| 5Y | +234.1% | -77.0% | +311.1% | +264.9% |
| All | +256.9% | +1,908.3% | -1,651.4% | +183.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling