+98.3%
ENB vs ACWI
+226.8%
-128.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -1.0% |
| 7D | -3.7% | +0.3% | -4.0% | -4.0% |
| 30D | +1.7% | -2.8% | +4.5% | +3.8% |
| 3M | -6.3% | -3.2% | -3.1% | -4.2% |
| 6M | -9.2% | +1.3% | -10.5% | -10.9% |
| YTD | +3.1% | +11.2% | -8.1% | -7.0% |
| 1Y | +3.4% | +13.8% | -10.4% | -8.6% |
| 3Y | +68.9% | +76.2% | -7.3% | -1.3% |
| 5Y | +51.7% | +59.5% | -7.8% | -3.6% |
| 10Y | +98.3% | +222.2% | -123.9% | -45.2% |
| All | +98.3% | +226.8% | -128.5% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling