-34.4%
INTU vs ENPH
-65.3%
+30.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | -0.8% |
| 7D | -4.1% | -7.6% | +3.4% | -4.2% |
| 30D | +12.8% | -16.4% | +29.2% | +12.6% |
| 3M | +2.1% | -34.3% | +36.4% | +1.6% |
| 6M | -11.5% | -28.5% | +17.1% | -13.2% |
| YTD | -47.9% | -16.4% | -31.5% | -49.6% |
| 1Y | -47.7% | -12.8% | -34.9% | -49.5% |
| All | -34.4% | -65.3% | +30.9% | -39.5% |
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