-20.4%
ARES vs EAT
+39.0%
-59.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.2% | +0.2% | -2.7% |
| 7D | -2.7% | -6.8% | +4.1% | -1.8% |
| 30D | -2.4% | -5.4% | +3.0% | -2.0% |
| 3M | +3.9% | +42.8% | -38.8% | -2.5% |
| 6M | +26.4% | +56.5% | -30.1% | +16.0% |
| YTD | -14.9% | +50.0% | -64.9% | -20.7% |
| 1Y | -20.4% | +38.3% | -58.7% | -22.8% |
| All | -20.4% | +39.0% | -59.4% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 1y: compounded portfolio wealth divided by compounded EAT 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…
1y analysis · Full analysis span regression · 6 months rolling