+97.0%
ARES vs DINO
+328.2%
-231.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -2.7% | +2.0% | -4.6% | -3.2% |
| 30D | -2.4% | +27.7% | -30.1% | -8.4% |
| 3M | +3.9% | +56.3% | -52.4% | -8.2% |
| 6M | +26.4% | +107.6% | -81.2% | +2.1% |
| YTD | -14.9% | +140.2% | -155.1% | -34.7% |
| 1Y | -20.4% | +113.0% | -133.4% | -36.9% |
| 3Y | +38.8% | +100.1% | -61.3% | +6.4% |
| 5Y | +97.0% | +328.7% | -231.8% | +28.1% |
| All | +97.0% | +328.2% | -231.2% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling