+1,101.7%
ARES vs DOV
+325.7%
+776.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | +0.5% | +3.0% | -2.5% | -1.5% |
| 30D | +19.7% | +8.6% | +11.1% | +12.7% |
| 3M | -9.0% | +1.9% | -10.8% | -10.4% |
| 6M | +11.5% | -1.7% | +13.2% | +11.4% |
| YTD | -13.8% | +8.3% | -22.2% | -20.4% |
| 1Y | -5.6% | +16.6% | -22.1% | -17.5% |
| 3Y | +36.1% | +65.1% | -29.0% | -8.0% |
| 5Y | +82.7% | +29.2% | +53.5% | +46.1% |
| All | +1,101.7% | +325.7% | +776.0% | +424.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 10y: compounded portfolio wealth divided by compounded DOV 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…
10y analysis · Full analysis span regression · 6 months rolling