+1,101.7%
ARES vs GRMN
+628.7%
+473.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.6% |
| 7D | +0.5% | -0.9% | +1.4% | +1.0% |
| 30D | +19.7% | +1.2% | +18.5% | +18.8% |
| 3M | -9.0% | -8.9% | -0.1% | -4.7% |
| 6M | +11.5% | +23.0% | -11.5% | -2.4% |
| YTD | -13.8% | +41.2% | -55.1% | -31.0% |
| 1Y | -5.6% | +47.5% | -53.1% | -26.3% |
| 3Y | +36.1% | +155.8% | -119.6% | -28.7% |
| 5Y | +82.7% | +120.2% | -37.5% | +3.0% |
| All | +1,101.7% | +628.7% | +473.0% | +297.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling