+36.1%
ARES vs DINO
+115.3%
-79.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.5% | +5.7% | -5.2% | -0.6% |
| 30D | +19.7% | -19.6% | +39.2% | +24.5% |
| 3M | -9.0% | +11.8% | -20.8% | -12.6% |
| 6M | +11.5% | +49.0% | -37.4% | -1.3% |
| YTD | -13.8% | +128.1% | -141.9% | -34.7% |
| 1Y | -5.6% | +96.3% | -101.9% | -24.5% |
| 3Y | +36.1% | +113.8% | -77.7% | -6.5% |
| All | +36.1% | +115.3% | -79.1% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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