+193.0%
HOOD vs ENPH
-77.3%
+270.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.8% | -10.7% | -5.6% |
| 7D | +13.4% | +9.3% | +4.1% | +10.7% |
| 30D | +25.8% | -7.3% | +33.0% | +28.1% |
| 3M | +38.0% | -31.7% | +69.7% | +50.4% |
| 6M | +52.2% | -3.5% | +55.7% | +47.5% |
| YTD | +3.7% | +21.2% | -17.4% | -8.4% |
| 1Y | +0.1% | +0.1% | 0.0% | -7.5% |
| 3Y | +992.6% | -67.7% | +1,060.3% | +1,145.1% |
| 5Y | +193.0% | -76.2% | +269.2% | +243.6% |
| All | +193.0% | -77.3% | +270.3% | +243.6% |
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 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