+102.6%
ARES vs EAT
+326.5%
-223.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | -0.1% |
| 7D | -0.3% | -4.9% | +4.6% | +1.1% |
| 30D | +1.3% | -1.2% | +2.5% | +1.1% |
| 3M | +10.4% | +52.2% | -41.9% | -4.1% |
| 6M | +29.0% | +65.0% | -36.0% | +7.7% |
| YTD | -12.2% | +55.0% | -67.2% | -25.3% |
| 1Y | -18.4% | +42.1% | -60.5% | -29.3% |
| 3Y | +43.2% | +614.7% | -571.5% | -31.9% |
| 5Y | +102.6% | +322.7% | -220.2% | -1.4% |
| All | +102.6% | +326.5% | -223.9% | -1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling