+287.9%
ENPH vs ACWI
+331.4%
-43.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +11.0% | -2.4% | +13.3% | +16.0% |
| 30D | -15.0% | -5.2% | -9.8% | -6.5% |
| 3M | -28.2% | -4.8% | -23.4% | -21.5% |
| 6M | -20.5% | -1.3% | -19.2% | -16.2% |
| YTD | -11.2% | +8.4% | -19.6% | -20.0% |
| 1Y | -8.7% | +11.0% | -19.7% | -20.8% |
| 3Y | -63.6% | +70.6% | -134.1% | -84.9% |
| 5Y | -88.0% | +55.3% | -143.3% | -93.8% |
| 10Y | +2,333.3% | +223.2% | +2,110.1% | +253.5% |
| All | +287.9% | +331.4% | -43.5% | -70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling