+30.6%
HUM vs ENPH
-1.9%
+32.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | +4.2% | -2.4% | +6.5% | +4.1% |
| 30D | +10.4% | -6.6% | +17.0% | +10.1% |
| 3M | +15.1% | -46.8% | +61.9% | +11.4% |
| 6M | +120.9% | -14.7% | +135.7% | +120.8% |
| YTD | +57.9% | +13.5% | +44.5% | +59.2% |
| 1Y | +30.6% | -0.4% | +31.0% | +32.1% |
| All | +30.6% | -1.9% | +32.5% | +32.1% |
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 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