-44.0%
ACN vs ENPH
-77.5%
+33.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.4% | +3.6% | -1.5% |
| 7D | -6.3% | +3.4% | -9.7% | -6.6% |
| 30D | -1.4% | -10.3% | +8.9% | -0.8% |
| 3M | +2.6% | -31.4% | +33.9% | +4.7% |
| 6M | -14.3% | -10.1% | -4.2% | -15.8% |
| YTD | -33.1% | +14.6% | -47.7% | -36.6% |
| 1Y | -28.8% | -3.2% | -25.6% | -31.6% |
| 3Y | -43.0% | -69.5% | +26.5% | -40.9% |
| 5Y | -44.0% | -77.2% | +33.2% | -41.9% |
| All | -44.0% | -77.5% | +33.5% | -41.9% |
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