+95.7%
ENB vs ACWI
+219.0%
-123.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | -5.2% | -2.4% | -2.8% | -3.5% |
| 30D | +2.2% | -5.2% | +7.4% | +6.3% |
| 3M | -8.1% | -4.8% | -3.2% | -4.8% |
| 6M | -11.2% | -1.3% | -9.9% | -11.1% |
| YTD | +2.0% | +8.4% | -6.4% | -6.1% |
| 1Y | +4.1% | +11.0% | -7.0% | -6.2% |
| 3Y | +64.7% | +70.6% | -5.8% | -1.2% |
| 5Y | +46.6% | +55.3% | -8.7% | -4.9% |
| All | +95.7% | +219.0% | -123.4% | -45.7% |
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