+97.0%
ARES vs DOV
+16.3%
+80.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -1.8% |
| 7D | -2.7% | +1.3% | -4.0% | -3.6% |
| 30D | -2.4% | -8.6% | +6.3% | +4.4% |
| 3M | +3.9% | -13.1% | +17.1% | +14.6% |
| 6M | +26.4% | -8.8% | +35.2% | +32.7% |
| YTD | -14.9% | -1.2% | -13.7% | -16.6% |
| 1Y | -20.4% | +10.7% | -31.1% | -29.9% |
| 3Y | +38.8% | +39.3% | -0.5% | -0.7% |
| 5Y | +97.0% | +16.4% | +80.5% | +60.7% |
| All | +97.0% | +16.3% | +80.6% | +60.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling