+123.6%
HOOD vs ENPH
-85.7%
+209.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.7% | -1.6% | -3.6% |
| 7D | -3.8% | -8.4% | +4.7% | -1.4% |
| 30D | -23.0% | -11.2% | -11.8% | -20.8% |
| 3M | -21.6% | -36.1% | +14.4% | -12.2% |
| 6M | +1.4% | -37.9% | +39.4% | +10.8% |
| YTD | -31.2% | -18.7% | -12.5% | -33.2% |
| 1Y | -35.9% | -9.8% | -26.1% | -39.8% |
| 3Y | +836.9% | -66.8% | +903.8% | +910.5% |
| 5Y | +121.1% | -89.6% | +210.8% | +194.5% |
| All | +123.6% | -85.7% | +209.3% | +236.6% |
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