+69.0%
ENB vs ACWI
+70.4%
-1.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.8% | +2.4% | -0.5% |
| 7D | -2.4% | -4.0% | +1.7% | -1.5% |
| 30D | +3.4% | -5.8% | +9.2% | +4.7% |
| 3M | -6.1% | -5.0% | -1.1% | -5.1% |
| 6M | -10.0% | +0.7% | -10.7% | -10.6% |
| YTD | +4.7% | +8.4% | -3.8% | +1.5% |
| 1Y | +7.5% | +10.1% | -2.6% | +3.7% |
| All | +69.0% | +70.4% | -1.4% | +31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling