+34.8%
ARES vs HAS
+214.9%
-180.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -2.7% |
| 7D | -0.3% | +1.6% | -1.9% | -0.8% |
| 30D | +15.3% | +26.6% | -11.3% | +6.7% |
| 3M | -5.4% | +29.0% | -34.4% | -13.0% |
| 6M | +10.0% | +30.6% | -20.6% | +0.2% |
| YTD | -14.7% | +51.5% | -66.2% | -26.9% |
| 1Y | -9.7% | +58.5% | -68.2% | -24.0% |
| All | +34.8% | +214.9% | -180.1% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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