+106.6%
ARES vs DOCU
-78.0%
+184.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -2.0% |
| 7D | -1.7% | +6.9% | -8.6% | -3.6% |
| 30D | +0.3% | +19.0% | -18.7% | -5.0% |
| 3M | +8.5% | +34.3% | -25.8% | -1.4% |
| 6M | +23.5% | +48.0% | -24.5% | +8.4% |
| YTD | -11.2% | 0.0% | -11.2% | -13.0% |
| 1Y | -19.3% | -10.3% | -9.0% | -18.9% |
| 3Y | +48.7% | +32.4% | +16.3% | +26.9% |
| All | +106.6% | -78.0% | +184.6% | +135.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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