+8.8%
ENPH vs HSY
+10.7%
-1.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.2% | -0.4% | +4.6% |
| 7D | +26.3% | +6.6% | +19.7% | +27.9% |
| 30D | -5.7% | +8.4% | -14.1% | -3.8% |
| 3M | -24.5% | -1.8% | -22.7% | -24.9% |
| 6M | -3.0% | -2.6% | -0.4% | -2.9% |
| YTD | -1.6% | -2.0% | +0.4% | +0.9% |
| 1Y | +8.8% | +8.3% | +0.4% | +10.5% |
| All | +8.8% | +10.7% | -1.9% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1y: compounded portfolio wealth divided by compounded HSY 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…
1y analysis · Full analysis span regression · 6 months rolling