+106.6%
ARES vs HDB
-35.4%
+142.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.8% |
| 7D | -1.7% | +0.4% | -2.1% | -1.9% |
| 30D | +0.3% | -2.8% | +3.1% | +1.4% |
| 3M | +8.5% | -3.5% | +12.0% | +9.7% |
| 6M | +23.5% | -24.7% | +48.2% | +38.9% |
| YTD | -11.2% | -36.6% | +25.3% | +7.5% |
| 1Y | -19.3% | -34.4% | +15.1% | -4.1% |
| 3Y | +48.7% | -24.4% | +73.0% | +59.3% |
| All | +106.6% | -35.4% | +142.1% | +126.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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