+287.9%
ENPH vs HAS
+411.3%
-123.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | +11.0% | -0.2% | +11.1% | +11.1% |
| 30D | -15.0% | +31.0% | -46.0% | -26.4% |
| 3M | -28.2% | +30.7% | -58.9% | -38.0% |
| 6M | -20.5% | +23.9% | -44.4% | -30.5% |
| YTD | -11.2% | +48.3% | -59.5% | -29.9% |
| 1Y | -8.7% | +60.2% | -68.9% | -30.9% |
| 3Y | -63.6% | +189.2% | -252.8% | -80.4% |
| 5Y | -88.0% | +50.4% | -138.5% | -91.0% |
| 10Y | +2,333.3% | +104.2% | +2,229.2% | +1,235.0% |
| All | +287.9% | +411.3% | -123.5% | -15.2% |
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