-26.1%
ARES vs ENPH
-2.4%
-23.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.0% |
| 7D | -6.1% | -0.1% | -6.0% | -6.1% |
| 30D | -7.5% | -10.8% | +3.3% | -6.1% |
| 3M | +0.1% | -33.8% | +33.9% | +5.4% |
| 6M | +30.3% | -16.1% | +46.4% | +29.7% |
| YTD | -16.6% | +13.4% | -30.0% | -20.0% |
| 1Y | -26.1% | -2.6% | -23.5% | -29.9% |
| All | -26.1% | -2.4% | -23.7% | -29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling