+35.4%
ARES vs EOSE
+44.0%
-8.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.9% | +1.1% | -2.5% |
| 7D | -7.7% | +14.0% | -21.7% | -8.7% |
| 30D | -8.7% | -5.9% | -2.8% | -8.6% |
| 3M | +2.8% | -34.3% | +37.1% | +5.2% |
| 6M | +23.1% | -37.8% | +60.8% | +25.2% |
| YTD | -17.3% | -65.2% | +47.9% | -13.3% |
| 1Y | -24.3% | -41.9% | +17.6% | -23.9% |
| All | +35.4% | +44.0% | -8.7% | +18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling