+97.0%
ARES vs GRMN
+75.7%
+21.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.4% |
| 7D | -2.7% | -1.4% | -1.3% | -2.0% |
| 30D | -2.4% | -13.1% | +10.7% | +4.7% |
| 3M | +3.9% | +14.9% | -11.0% | -4.6% |
| 6M | +26.4% | +13.1% | +13.3% | +16.6% |
| YTD | -14.9% | +35.3% | -50.2% | -29.2% |
| 1Y | -20.4% | +16.0% | -36.4% | -28.6% |
| 3Y | +38.8% | +179.6% | -140.8% | -33.5% |
| 5Y | +97.0% | +75.0% | +22.0% | +14.6% |
| All | +97.0% | +75.7% | +21.3% | +14.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling