-19.8%
ENPH vs ACI
+21.2%
-40.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.2% | -4.6% | -1.7% |
| 7D | -0.1% | -3.7% | +3.7% | +0.3% |
| 30D | -10.8% | +0.6% | -11.4% | -11.0% |
| 3M | -33.8% | -20.3% | -13.5% | -32.6% |
| 6M | -16.1% | -24.7% | +8.5% | -14.5% |
| YTD | +13.4% | -27.2% | +40.6% | +16.2% |
| 1Y | -2.6% | -32.7% | +30.1% | +0.7% |
| 3Y | -70.3% | -43.9% | -26.3% | -68.6% |
| 5Y | -77.0% | -38.9% | -38.2% | -76.2% |
| All | -19.8% | +21.2% | -40.9% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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