+39.3%
ARES vs ENPH
-70.0%
+109.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.4% | +2.4% | -2.5% |
| 7D | -2.7% | +3.4% | -6.1% | -3.0% |
| 30D | -2.4% | -10.3% | +7.9% | -1.3% |
| 3M | +3.9% | -31.4% | +35.3% | +7.6% |
| 6M | +26.4% | -10.1% | +36.5% | +25.8% |
| YTD | -14.9% | +14.6% | -29.5% | -17.3% |
| 1Y | -20.4% | -3.2% | -17.2% | -21.9% |
| All | +39.3% | -70.0% | +109.2% | +50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling