+82.7%
ARES vs HAS
+50.4%
+32.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | +4.5% | -0.2% | +4.7% | +4.7% |
| 30D | +15.7% | +31.0% | -15.3% | +3.8% |
| 3M | -2.0% | +30.7% | -32.7% | -12.1% |
| 6M | +10.4% | +23.9% | -13.5% | +0.4% |
| YTD | -14.2% | +48.3% | -62.5% | -28.4% |
| 1Y | -7.8% | +60.2% | -68.0% | -25.7% |
| 3Y | +41.4% | +189.2% | -147.8% | -15.8% |
| All | +82.7% | +50.4% | +32.3% | +66.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling