+11,799.4%
ENB vs HAS
+3,598.5%
+8,200.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.8% |
| 7D | -0.2% | -1.8% | +1.6% | 0.0% |
| 30D | -2.2% | +2.3% | -4.5% | -2.6% |
| 3M | -10.5% | +10.4% | -20.9% | -11.8% |
| 6M | -5.1% | -3.2% | -1.8% | -5.0% |
| YTD | +9.0% | +15.4% | -6.5% | +6.3% |
| 1Y | +8.2% | +18.8% | -10.6% | +5.0% |
| 3Y | +67.8% | +43.9% | +23.8% | +56.2% |
| 5Y | +69.4% | +13.9% | +55.5% | +61.1% |
| 10Y | +117.5% | +56.4% | +61.1% | +93.4% |
| All | +11,799.4% | +3,598.5% | +8,200.9% | +8,841.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling