+1,164.6%
ARES vs DINO
+215.7%
+948.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | -1.7% | +5.7% | -7.4% | -2.8% |
| 30D | +0.3% | +27.8% | -27.5% | -4.8% |
| 3M | +8.5% | +45.6% | -37.2% | -0.2% |
| 6M | +23.5% | +88.5% | -65.0% | +6.9% |
| YTD | -11.2% | +134.1% | -145.3% | -26.9% |
| 1Y | -19.3% | +111.1% | -130.4% | -32.2% |
| 3Y | +48.7% | +109.1% | -60.4% | +22.3% |
| 5Y | +106.5% | +307.2% | -200.6% | +47.4% |
| 10Y | +1,055.3% | +495.9% | +559.4% | +634.8% |
| All | +1,164.6% | +215.7% | +948.9% | +714.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling