+84.2%
HST vs ENPH
-87.9%
+172.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.0% | +7.5% | +3.2% |
| 7D | +0.6% | -9.1% | +9.7% | +1.7% |
| 30D | +14.5% | -15.8% | +30.2% | +16.5% |
| 3M | +15.4% | -32.5% | +47.9% | +20.3% |
| 6M | +22.0% | -24.2% | +46.2% | +22.8% |
| YTD | +54.9% | -13.8% | +68.6% | +50.4% |
| 1Y | +54.0% | -15.8% | +69.8% | +49.8% |
| 3Y | +90.4% | -64.6% | +155.0% | +94.3% |
| 5Y | +84.2% | -88.1% | +172.3% | +109.7% |
| All | +84.2% | -87.9% | +172.1% | +109.7% |
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