+41.1%
HPQ vs ENPH
-77.4%
+118.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.7% | +1.0% |
| 7D | +3.5% | +1.5% | +2.0% | +3.2% |
| 30D | +13.7% | -12.9% | +26.5% | +15.4% |
| 3M | +33.9% | -27.1% | +61.0% | +38.1% |
| 6M | +80.9% | -15.4% | +96.4% | +79.9% |
| YTD | +52.6% | +15.0% | +37.6% | +43.3% |
| 1Y | +21.2% | -0.7% | +21.9% | +15.6% |
| 3Y | +26.9% | -69.3% | +96.2% | +34.7% |
| 5Y | +41.1% | -76.7% | +117.8% | +51.9% |
| All | +41.1% | -77.4% | +118.5% | +51.9% |
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