+1,919.4%
ENPH vs HSY
+128.6%
+1,790.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | -10.8% | -5.2% | -5.7% | -9.2% |
| 3M | -33.8% | -3.4% | -30.4% | -33.6% |
| 6M | -16.1% | -19.2% | +3.1% | -10.4% |
| YTD | +13.4% | -2.6% | +16.1% | +11.5% |
| 1Y | -2.6% | -3.8% | +1.2% | -3.9% |
| 3Y | -70.3% | -10.6% | -59.6% | -70.3% |
| 5Y | -77.0% | +12.3% | -89.3% | -79.8% |
| All | +1,919.4% | +128.6% | +1,790.8% | +1,547.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling