+80.9%
ARES vs ENPH
-89.4%
+170.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.4% | +2.0% | -2.4% |
| 7D | -0.3% | -7.6% | +7.2% | +1.0% |
| 30D | +15.3% | -16.4% | +31.7% | +18.1% |
| 3M | -5.4% | -34.3% | +28.9% | +0.9% |
| 6M | +10.0% | -28.5% | +38.6% | +13.1% |
| YTD | -14.7% | -16.4% | +1.8% | -16.3% |
| 1Y | -9.7% | -12.8% | +3.1% | -12.1% |
| 3Y | +35.8% | -65.7% | +101.5% | +39.0% |
| 5Y | +80.9% | -89.4% | +170.2% | +127.6% |
| All | +80.9% | -89.4% | +170.2% | +127.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling