+1,101.7%
ARES vs ENPH
+2,128.2%
-1,026.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.6% | +1.3% |
| 7D | +0.5% | -8.4% | +8.9% | +1.6% |
| 30D | +19.7% | -11.2% | +30.8% | +21.0% |
| 3M | -9.0% | -36.1% | +27.1% | -4.0% |
| 6M | +11.5% | -37.9% | +49.5% | +16.5% |
| YTD | -13.8% | -18.7% | +4.8% | -14.4% |
| 1Y | -5.6% | -9.8% | +4.2% | -7.5% |
| 3Y | +36.1% | -66.8% | +102.9% | +42.5% |
| 5Y | +82.7% | -89.6% | +172.3% | +116.2% |
| All | +1,101.7% | +2,128.2% | -1,026.5% | +833.3% |
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