+228.7%
HL vs ENPH
-77.1%
+305.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.9% |
| 7D | -4.4% | -0.1% | -4.3% | -4.5% |
| 30D | +9.3% | -10.8% | +20.1% | +11.6% |
| 3M | +32.0% | -33.8% | +65.8% | +41.5% |
| 6M | -6.4% | -16.1% | +9.7% | -5.4% |
| YTD | +3.1% | +13.4% | -10.3% | -2.6% |
| 1Y | +77.6% | -2.6% | +80.2% | +71.3% |
| 3Y | +392.8% | -70.3% | +463.1% | +454.4% |
| All | +228.7% | -77.1% | +305.8% | +303.1% |
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 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