+1,164.6%
ARES vs HAS
+147.0%
+1,017.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -1.7% | -1.8% | +0.1% | -1.0% |
| 30D | +0.3% | +2.3% | -2.0% | -0.5% |
| 3M | +8.5% | +10.4% | -1.9% | +4.2% |
| 6M | +23.5% | -3.2% | +26.7% | +23.6% |
| YTD | -11.2% | +15.4% | -26.6% | -16.9% |
| 1Y | -19.3% | +18.8% | -38.1% | -25.4% |
| 3Y | +48.7% | +43.9% | +4.7% | +24.8% |
| 5Y | +106.5% | +13.9% | +92.6% | +86.7% |
| 10Y | +1,055.3% | +56.4% | +998.9% | +795.4% |
| All | +1,164.6% | +147.0% | +1,017.6% | +868.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling