+107.0%
HST vs ENPH
+1,928.7%
-1,821.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.4% | +5.3% | +0.4% |
| 7D | -0.3% | +3.4% | -3.7% | -0.7% |
| 30D | -2.8% | -10.3% | +7.5% | -1.9% |
| 3M | -6.5% | -31.4% | +24.9% | -3.4% |
| 6M | +20.7% | -10.1% | +30.8% | +19.7% |
| YTD | +30.5% | +14.6% | +15.9% | +25.0% |
| 1Y | +36.8% | -3.2% | +40.0% | +32.7% |
| 3Y | +65.9% | -69.5% | +135.3% | +73.6% |
| 5Y | +73.9% | -77.2% | +151.2% | +82.2% |
| 10Y | +107.0% | +1,940.0% | -1,833.0% | +67.5% |
| All | +107.0% | +1,928.7% | -1,821.7% | +67.5% |
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