-9.0%
HUM vs ENPH
-70.3%
+61.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.4% | +3.6% | +2.3% |
| 7D | +2.1% | -0.1% | +2.1% | +2.1% |
| 30D | +5.4% | -10.8% | +16.2% | +5.4% |
| 3M | +11.4% | -33.8% | +45.2% | +11.3% |
| 6M | +141.5% | -16.1% | +157.6% | +140.9% |
| YTD | +61.2% | +13.4% | +47.8% | +59.6% |
| 1Y | +49.2% | -2.6% | +51.7% | +48.2% |
| 3Y | -9.0% | -70.3% | +61.2% | -9.0% |
| All | -9.0% | -70.3% | +61.2% | -9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling