-6.9%
ARES vs EOSE
-85.5%
+78.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +12.6% | -6.5% | +4.8% |
| 7D | +10.5% | +9.7% | +0.8% | +9.3% |
| 30D | +16.8% | -34.6% | +51.4% | +21.5% |
| 3M | -3.2% | -50.8% | +47.6% | +3.3% |
| 6M | +16.4% | -66.5% | +82.9% | +27.6% |
| YTD | -12.4% | -81.3% | +68.9% | -0.2% |
| 1Y | -6.9% | -84.8% | +78.0% | +6.6% |
| All | -6.9% | -85.5% | +78.6% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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