+36.1%
ARES vs EXPD
+75.3%
-39.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +0.5% | +5.5% | -5.0% | -1.6% |
| 30D | +19.7% | -0.8% | +20.5% | +19.7% |
| 3M | -9.0% | +4.1% | -13.1% | -10.7% |
| 6M | +11.5% | +25.7% | -14.1% | +1.4% |
| YTD | -13.8% | +31.4% | -45.2% | -23.9% |
| 1Y | -5.6% | +42.2% | -47.8% | -19.7% |
| 3Y | +36.1% | +77.2% | -41.1% | +1.9% |
| All | +36.1% | +75.3% | -39.2% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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