+11,039.2%
ENB vs HAS
+4,652.9%
+6,386.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.5% |
| 7D | -5.2% | -0.2% | -5.0% | -5.2% |
| 30D | +2.2% | +31.0% | -28.9% | -1.5% |
| 3M | -8.1% | +30.7% | -38.7% | -11.4% |
| 6M | -11.2% | +23.9% | -35.1% | -14.0% |
| YTD | +2.0% | +48.3% | -46.3% | -3.9% |
| 1Y | +4.1% | +60.2% | -56.2% | -3.0% |
| 3Y | +64.7% | +189.2% | -124.5% | +39.7% |
| 5Y | +46.6% | +50.4% | -3.8% | +34.3% |
| 10Y | +102.7% | +104.2% | -1.5% | +73.9% |
| All | +11,039.2% | +4,652.9% | +6,386.3% | +7,986.7% |
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