+395.5%
ENPH vs ACWI
+358.4%
+37.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -2.4% | +0.5% | -2.9% | -3.2% |
| 30D | -6.6% | +0.9% | -7.5% | -7.9% |
| 3M | -46.8% | +2.4% | -49.2% | -47.8% |
| 6M | -14.7% | +12.4% | -27.1% | -28.3% |
| YTD | +13.5% | +15.2% | -1.7% | -8.2% |
| 1Y | -0.4% | +22.7% | -23.1% | -27.3% |
| 3Y | -71.7% | +75.8% | -147.5% | -88.9% |
| 5Y | -79.1% | +67.7% | -146.8% | -90.6% |
| 10Y | +1,898.4% | +229.0% | +1,669.4% | +184.1% |
| All | +395.5% | +358.4% | +37.1% | -65.5% |
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