+2,249.1%
ENPH vs ACWI
+225.4%
+2,023.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -4.4% |
| 7D | -7.6% | +2.7% | -10.2% | -11.6% |
| 30D | -16.4% | -2.6% | -13.8% | -12.4% |
| 3M | -34.3% | -3.2% | -31.1% | -30.4% |
| 6M | -28.5% | +1.9% | -30.4% | -28.7% |
| YTD | -16.4% | +11.3% | -27.8% | -27.7% |
| 1Y | -12.8% | +11.7% | -24.5% | -24.7% |
| 3Y | -65.7% | +74.4% | -140.1% | -85.7% |
| 5Y | -89.4% | +59.5% | -148.8% | -94.6% |
| All | +2,249.1% | +225.4% | +2,023.8% | +245.8% |
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 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