+48.6%
ARES vs IBB
+68.6%
-20.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.4% |
| 7D | -1.7% | +1.4% | -3.1% | -2.5% |
| 30D | +0.3% | +10.5% | -10.2% | -6.0% |
| 3M | +8.5% | +23.6% | -15.2% | -5.8% |
| 6M | +23.5% | +22.6% | +0.8% | +7.8% |
| YTD | -11.2% | +25.7% | -36.9% | -23.8% |
| 1Y | -19.3% | +51.4% | -70.7% | -39.3% |
| All | +48.6% | +68.6% | -20.0% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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