+961.2%
ARES vs ENPH
+1,908.3%
-947.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +0.9% |
| 7D | -6.1% | -0.1% | -6.0% | -6.1% |
| 30D | -7.5% | -10.8% | +3.3% | -6.2% |
| 3M | +0.1% | -33.8% | +33.9% | +5.0% |
| 6M | +30.3% | -16.1% | +46.4% | +30.7% |
| YTD | -16.6% | +13.4% | -30.0% | -20.1% |
| 1Y | -26.1% | -2.6% | -23.5% | -28.3% |
| 3Y | +36.4% | -70.3% | +106.7% | +45.2% |
| 5Y | +95.0% | -77.0% | +172.0% | +109.5% |
| All | +961.2% | +1,908.3% | -947.1% | +754.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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