+34.8%
ARES vs DBX
+26.5%
+8.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.1% | -4.4% | -3.7% |
| 7D | -0.3% | -6.3% | +6.0% | +1.5% |
| 30D | +15.3% | -5.9% | +21.2% | +17.3% |
| 3M | -5.4% | -0.4% | -5.0% | -5.8% |
| 6M | +10.0% | +29.8% | -19.8% | 0.0% |
| YTD | -14.7% | +20.5% | -35.2% | -21.1% |
| 1Y | -9.7% | +8.7% | -18.3% | -13.4% |
| All | +34.8% | +26.5% | +8.3% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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