+250.7%
HOOD vs ENPH
-80.1%
+330.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | +17.1% | -2.4% | +19.5% | +17.9% |
| 30D | +31.6% | -6.6% | +38.2% | +34.0% |
| 3M | +38.2% | -46.8% | +85.1% | +61.6% |
| 6M | +48.5% | -14.7% | +63.3% | +48.8% |
| YTD | +8.0% | +13.5% | -5.5% | -3.6% |
| 1Y | +18.7% | -0.4% | +19.1% | +8.9% |
| 3Y | +999.1% | -71.7% | +1,070.8% | +1,219.8% |
| 5Y | +181.7% | -79.1% | +260.8% | +249.9% |
| All | +250.7% | -80.1% | +330.8% | +386.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling