+36.8%
HST vs ENPH
-5.7%
+42.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.4% | +5.3% | +0.2% |
| 7D | -0.3% | +3.4% | -3.7% | -0.5% |
| 30D | -2.8% | -10.3% | +7.5% | -2.3% |
| 3M | -6.5% | -31.4% | +24.9% | -4.5% |
| 6M | +20.7% | -10.1% | +30.8% | +19.7% |
| YTD | +30.5% | +14.6% | +15.9% | +26.5% |
| 1Y | +36.8% | -3.2% | +40.0% | +31.0% |
| All | +36.8% | -5.7% | +42.4% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling