+2,057.2%
ENPH vs ACWI
+226.0%
+1,831.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.5% | +7.2% | +7.6% |
| 7D | +9.3% | +1.1% | +8.2% | +7.3% |
| 30D | -7.3% | -0.2% | -7.1% | -6.9% |
| 3M | -31.7% | +4.7% | -36.4% | -35.9% |
| 6M | -3.5% | +14.5% | -17.9% | -20.7% |
| YTD | +21.2% | +14.6% | +6.5% | -0.2% |
| 1Y | +0.1% | +21.4% | -21.4% | -24.6% |
| 3Y | -67.7% | +77.6% | -145.3% | -86.9% |
| 5Y | -76.2% | +68.1% | -144.3% | -88.9% |
| 10Y | +2,057.2% | +226.1% | +1,831.1% | +279.0% |
| All | +2,057.2% | +226.0% | +1,831.3% | +279.0% |
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