+96.5%
ENB vs HAS
+53.3%
+43.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.3% |
| 7D | -0.5% | -3.1% | +2.6% | +0.1% |
| 30D | -0.2% | -2.7% | +2.5% | +0.3% |
| 3M | -7.5% | +8.9% | -16.4% | -9.4% |
| 6M | -4.1% | -2.9% | -1.2% | -4.2% |
| YTD | +9.8% | +12.6% | -2.8% | +6.1% |
| 1Y | +8.7% | +17.5% | -8.8% | +3.9% |
| 3Y | +79.0% | +46.2% | +32.8% | +59.1% |
| 5Y | +69.1% | +12.6% | +56.5% | +57.6% |
| 10Y | +96.5% | +55.7% | +40.8% | +64.3% |
| All | +96.5% | +53.3% | +43.2% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling