+95.5%
ARES vs GNRC
-58.7%
+154.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.2% | -0.1% |
| 7D | -6.1% | -0.2% | -5.9% | -6.0% |
| 30D | -7.5% | -15.7% | +8.2% | -2.9% |
| 3M | +0.1% | -27.3% | +27.4% | +8.8% |
| 6M | +30.3% | -12.1% | +42.3% | +31.4% |
| YTD | -16.6% | +37.1% | -53.7% | -27.9% |
| 1Y | -26.1% | -0.5% | -25.6% | -29.7% |
| 3Y | +36.4% | +61.5% | -25.1% | +6.3% |
| All | +95.5% | -58.7% | +154.2% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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