+82.7%
ARES vs DOCU
-71.0%
+153.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.7% |
| 7D | +4.5% | -5.5% | +10.1% | +6.3% |
| 30D | +15.7% | +12.6% | +3.1% | +11.7% |
| 3M | -2.0% | +36.4% | -38.4% | -11.1% |
| 6M | +10.4% | +66.8% | -56.4% | -6.5% |
| YTD | -14.2% | +13.5% | -27.7% | -19.3% |
| 1Y | -7.8% | +11.3% | -19.1% | -12.9% |
| 3Y | +41.4% | +92.1% | -50.7% | +7.8% |
| All | +82.7% | -71.0% | +153.7% | +85.6% |
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