+395.5%
ENPH vs HAS
+297.9%
+97.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -2.4% | -1.8% | -0.6% | -1.4% |
| 30D | -6.6% | +2.3% | -8.9% | -7.7% |
| 3M | -46.8% | +10.4% | -57.2% | -49.9% |
| 6M | -14.7% | -3.2% | -11.5% | -15.1% |
| YTD | +13.5% | +15.4% | -1.9% | +2.7% |
| 1Y | -0.4% | +18.8% | -19.2% | -11.5% |
| 3Y | -71.7% | +43.9% | -115.7% | -78.0% |
| 5Y | -79.1% | +13.9% | -93.0% | -81.7% |
| 10Y | +1,898.4% | +56.4% | +1,841.9% | +1,163.3% |
| All | +395.5% | +297.9% | +97.6% | +24.2% |
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