+610.9%
HWM vs ENPH
-88.7%
+699.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.4% | -0.1% | +2.1% |
| 7D | +5.0% | -10.3% | +15.3% | +5.7% |
| 30D | +1.5% | -10.1% | +11.6% | +2.0% |
| 3M | -20.3% | -33.1% | +12.8% | -18.6% |
| 6M | -18.0% | -24.8% | +6.8% | -17.8% |
| YTD | +9.5% | -11.7% | +21.2% | +7.3% |
| 1Y | +7.5% | -8.2% | +15.7% | +4.9% |
| 3Y | +355.7% | -63.7% | +419.4% | +351.8% |
| All | +610.9% | -88.7% | +699.6% | +628.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling