+102.6%
ARES vs EXEL
+195.7%
-93.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | -0.6% |
| 7D | -0.3% | +1.4% | -1.7% | -0.6% |
| 30D | +1.3% | +6.7% | -5.4% | -0.2% |
| 3M | +10.4% | +11.5% | -1.1% | +7.5% |
| 6M | +29.0% | +38.8% | -9.8% | +19.2% |
| YTD | -12.2% | +31.6% | -43.8% | -18.1% |
| 1Y | -18.4% | +53.0% | -71.5% | -27.0% |
| 3Y | +43.2% | +160.8% | -117.7% | +7.4% |
| 5Y | +102.6% | +190.1% | -87.5% | +39.8% |
| All | +102.6% | +195.7% | -93.1% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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