+30.2%
HWM vs ENPH
-5.7%
+35.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.4% | +5.9% | +0.5% |
| 7D | -8.0% | +3.4% | -11.4% | -8.1% |
| 30D | -18.0% | -10.3% | -7.7% | -17.8% |
| 3M | -9.5% | -31.4% | +21.9% | -9.1% |
| 6M | -8.4% | -10.1% | +1.7% | -9.1% |
| YTD | +13.6% | +14.6% | -0.9% | +11.4% |
| 1Y | +30.2% | -3.2% | +33.5% | +26.5% |
| All | +30.2% | -5.7% | +35.9% | +26.5% |
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