+58.1%
INTC vs ENPH
-66.2%
+124.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.1% | -2.0% |
| 7D | +6.0% | -8.4% | +14.4% | +7.8% |
| 30D | -39.2% | -11.2% | -28.0% | -38.2% |
| 3M | -42.9% | -36.1% | -6.9% | -38.2% |
| 6M | -50.4% | -37.9% | -12.5% | -46.0% |
| YTD | +61.7% | -18.7% | +80.3% | +65.4% |
| 1Y | +66.1% | -9.8% | +76.0% | +66.9% |
| 3Y | +58.1% | -66.8% | +125.0% | +87.4% |
| All | +58.1% | -66.2% | +124.4% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 3y: compounded portfolio wealth divided by compounded ENPH 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…
3y analysis · Full analysis span regression · 6 months rolling