-77.3%
ENPH vs HSY
+12.0%
-89.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | -10.8% | -5.2% | -5.7% | -10.1% |
| 3M | -33.8% | -3.4% | -30.4% | -33.6% |
| 6M | -16.1% | -19.2% | +3.1% | -12.4% |
| YTD | +13.4% | -2.6% | +16.1% | +12.0% |
| 1Y | -2.6% | -3.8% | +1.2% | -3.6% |
| 3Y | -70.3% | -10.6% | -59.6% | -71.0% |
| All | -77.3% | +12.0% | -89.3% | -72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling