-50.8%
INTU vs ENPH
-2.4%
-48.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.2% | +2.7% |
| 7D | -3.3% | -0.1% | -3.3% | -3.3% |
| 30D | -3.9% | -10.8% | +6.9% | -4.6% |
| 3M | +16.6% | -33.8% | +50.5% | +14.6% |
| 6M | -26.4% | -16.1% | -10.3% | -28.3% |
| YTD | -51.0% | +13.4% | -64.4% | -54.4% |
| 1Y | -50.8% | -2.6% | -48.2% | -53.7% |
| All | -50.8% | -2.4% | -48.4% | -53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling