+2,519.8%
ENPH vs HAS
+106.1%
+2,413.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.5% | +1.3% |
| 7D | +4.1% | +2.2% | +2.0% | +3.1% |
| 30D | -11.4% | +29.6% | -40.9% | -22.4% |
| 3M | -30.5% | +30.3% | -60.8% | -39.6% |
| 6M | -20.2% | +25.6% | -45.8% | -30.4% |
| YTD | -9.3% | +50.8% | -60.1% | -28.4% |
| 1Y | -3.8% | +63.0% | -66.8% | -27.1% |
| 3Y | -61.5% | +211.6% | -273.1% | -79.7% |
| 5Y | -87.9% | +50.4% | -138.2% | -90.7% |
| 10Y | +2,519.8% | +101.9% | +2,417.9% | +1,485.6% |
| All | +2,519.8% | +106.1% | +2,413.7% | +1,485.6% |
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