+97.0%
ARES vs ENPH
-77.5%
+174.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.4% | +2.4% | -2.2% |
| 7D | -2.7% | +3.4% | -6.1% | -3.2% |
| 30D | -2.4% | -10.3% | +7.9% | -0.8% |
| 3M | +3.9% | -31.4% | +35.3% | +9.7% |
| 6M | +26.4% | -10.1% | +36.5% | +25.1% |
| YTD | -14.9% | +14.6% | -29.5% | -20.0% |
| 1Y | -20.4% | -3.2% | -17.2% | -23.6% |
| 3Y | +38.8% | -69.5% | +108.2% | +51.6% |
| 5Y | +97.0% | -77.2% | +174.2% | +118.0% |
| All | +97.0% | -77.5% | +174.5% | +118.0% |
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