+1,171.2%
ARES vs EIX
+75.7%
+1,095.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | +8.1% | +1.0% | +7.2% | +7.9% |
| 30D | +18.9% | +8.9% | +10.1% | +16.2% |
| 3M | +2.3% | -9.8% | +12.1% | +3.8% |
| 6M | +12.7% | -10.2% | +22.9% | +13.7% |
| YTD | -10.8% | +5.9% | -16.7% | -15.4% |
| 1Y | -5.3% | +10.9% | -16.2% | -11.7% |
| 3Y | +42.0% | +10.2% | +31.8% | +29.7% |
| 5Y | +88.3% | +17.0% | +71.2% | +67.7% |
| 10Y | +1,148.2% | +35.1% | +1,113.1% | +910.6% |
| All | +1,171.2% | +75.7% | +1,095.5% | +922.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 all: compounded portfolio wealth divided by compounded EIX 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…
all analysis · Full analysis span regression · 6 months rolling