+246.3%
HPE vs ENPH
-69.9%
+316.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.4% | -6.6% | -6.3% |
| 7D | +1.4% | +1.5% | -0.1% | +1.1% |
| 30D | +1.5% | -12.9% | +14.4% | +3.8% |
| 3M | +21.7% | -27.1% | +48.9% | +27.6% |
| 6M | +164.2% | -15.4% | +179.6% | +169.4% |
| YTD | +132.1% | +15.0% | +117.0% | +125.7% |
| 1Y | +130.6% | -0.7% | +131.3% | +127.0% |
| All | +246.3% | -69.9% | +316.2% | +288.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling