+1,164.6%
ARES vs ENPH
+385.6%
+779.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -1.7% | -2.4% | +0.7% | -1.4% |
| 30D | +0.3% | -6.6% | +6.9% | +0.9% |
| 3M | +8.5% | -46.8% | +55.3% | +15.2% |
| 6M | +23.5% | -14.7% | +38.2% | +23.7% |
| YTD | -11.2% | +13.5% | -24.7% | -14.2% |
| 1Y | -19.3% | -0.4% | -18.9% | -21.4% |
| 3Y | +48.7% | -71.7% | +120.4% | +57.4% |
| 5Y | +106.5% | -79.1% | +185.6% | +121.1% |
| 10Y | +1,055.3% | +1,898.4% | -843.0% | +850.8% |
| All | +1,164.6% | +385.6% | +779.0% | +1,087.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling