+243.8%
HPQ vs ENPH
+1,908.3%
-1,664.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -1.4% | +9.8% | +8.5% |
| 7D | +9.8% | -0.1% | +9.8% | +9.6% |
| 30D | +22.4% | -10.8% | +33.2% | +23.6% |
| 3M | +45.2% | -33.8% | +79.0% | +50.8% |
| 6M | +96.4% | -16.1% | +112.6% | +95.9% |
| YTD | +65.4% | +13.4% | +52.0% | +57.8% |
| 1Y | +31.6% | -2.6% | +34.2% | +27.1% |
| 3Y | +37.0% | -70.3% | +107.3% | +44.2% |
| 5Y | +53.0% | -77.0% | +130.0% | +59.9% |
| All | +243.8% | +1,908.3% | -1,664.5% | +169.5% |
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