-6.9%
ARES vs EQH
+18.6%
-25.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +5.1% |
| 7D | +10.5% | +2.8% | +7.7% | +8.6% |
| 30D | +16.8% | +3.9% | +12.9% | +13.9% |
| 3M | -3.2% | +16.3% | -19.5% | -13.2% |
| 6M | +16.4% | +37.1% | -20.7% | -8.1% |
| YTD | -12.4% | +20.2% | -32.6% | -23.7% |
| 1Y | -6.9% | +17.9% | -24.8% | -18.7% |
| All | -6.9% | +18.6% | -25.5% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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