-6.9%
ARES vs DG
+45.3%
-52.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +8.5% | -2.4% | +4.2% |
| 7D | +10.5% | +12.3% | -1.7% | +7.8% |
| 30D | +16.8% | +19.3% | -2.5% | +12.7% |
| 3M | -3.2% | +11.9% | -15.1% | -5.7% |
| 6M | +16.4% | +25.0% | -8.5% | +10.5% |
| YTD | -12.4% | +8.7% | -21.1% | -14.8% |
| 1Y | -6.9% | +44.7% | -51.6% | -13.0% |
| All | -6.9% | +45.3% | -52.1% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 1y: compounded portfolio wealth divided by compounded DG 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…
1y analysis · Full analysis span regression · 6 months rolling