+389.9%
HWM vs ENPH
-68.2%
+458.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +6.8% | -17.5% | -10.8% |
| 7D | -9.2% | +9.3% | -18.4% | -9.3% |
| 30D | -17.9% | -7.3% | -10.6% | -17.8% |
| 3M | -6.0% | -31.7% | +25.7% | -5.6% |
| 6M | -7.4% | -3.5% | -3.9% | -7.7% |
| YTD | +13.1% | +21.2% | -8.1% | +12.1% |
| 1Y | +29.3% | +0.1% | +29.3% | +28.4% |
| 3Y | +389.9% | -67.7% | +457.6% | +398.3% |
| All | +389.9% | -68.2% | +458.1% | +398.3% |
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