+27.8%
INTC vs ENPH
-89.7%
+117.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.1% | -2.0% |
| 7D | +6.0% | -8.4% | +14.4% | +7.7% |
| 30D | -39.2% | -11.2% | -28.0% | -38.3% |
| 3M | -42.9% | -36.1% | -6.9% | -38.6% |
| 6M | -50.4% | -37.9% | -12.5% | -46.5% |
| YTD | +61.7% | -18.7% | +80.3% | +63.9% |
| 1Y | +66.1% | -9.8% | +76.0% | +65.5% |
| 3Y | +58.1% | -66.8% | +125.0% | +74.3% |
| All | +27.8% | -89.7% | +117.6% | +58.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling