+2,186.8%
ENPH vs HAS
+97.5%
+2,089.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.3% |
| 7D | -8.4% | +1.4% | -9.8% | -9.0% |
| 30D | -11.2% | +26.3% | -37.5% | -21.2% |
| 3M | -36.1% | +25.6% | -61.7% | -43.3% |
| 6M | -37.9% | +30.3% | -68.2% | -46.8% |
| YTD | -18.7% | +50.4% | -69.0% | -35.7% |
| 1Y | -9.8% | +57.7% | -67.5% | -30.5% |
| 3Y | -66.8% | +213.4% | -280.2% | -82.6% |
| 5Y | -89.6% | +49.1% | -138.7% | -92.1% |
| All | +2,186.8% | +97.5% | +2,089.3% | +1,318.5% |
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 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