+308.1%
HUBS vs ENPH
+1,908.3%
-1,600.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.0% |
| 7D | -9.0% | -0.1% | -8.9% | -9.1% |
| 30D | +7.2% | -10.8% | +18.1% | +9.3% |
| 3M | +20.9% | -33.8% | +54.7% | +28.5% |
| 6M | -13.0% | -16.1% | +3.1% | -14.1% |
| YTD | -43.8% | +13.4% | -57.3% | -48.9% |
| 1Y | -54.6% | -2.6% | -52.0% | -57.8% |
| 3Y | -58.5% | -70.3% | +11.8% | -55.6% |
| 5Y | -66.4% | -77.0% | +10.6% | -62.9% |
| All | +308.1% | +1,908.3% | -1,600.2% | +164.1% |
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