+132.3%
HON vs ENPH
+1,908.3%
-1,776.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.2% |
| 7D | -3.5% | -0.1% | -3.4% | -3.5% |
| 30D | -13.8% | -10.8% | -2.9% | -13.1% |
| 3M | -11.7% | -33.8% | +22.1% | -9.2% |
| 6M | -18.7% | -16.1% | -2.6% | -18.6% |
| YTD | +0.2% | +13.4% | -13.2% | -2.6% |
| 1Y | -3.1% | -2.6% | -0.5% | -5.1% |
| 3Y | +17.0% | -70.3% | +87.2% | +21.1% |
| 5Y | +2.0% | -77.0% | +79.1% | +5.2% |
| All | +132.3% | +1,908.3% | -1,776.0% | +92.4% |
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