+39.3%
ARES vs INDA
+8.1%
+31.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.3% |
| 7D | -2.7% | -2.6% | -0.1% | -0.5% |
| 30D | -2.4% | -2.9% | +0.5% | +0.1% |
| 3M | +3.9% | +2.4% | +1.5% | +2.1% |
| 6M | +26.4% | -2.6% | +29.0% | +29.5% |
| YTD | -14.9% | -10.0% | -4.9% | -6.9% |
| 1Y | -20.4% | -7.7% | -12.7% | -14.9% |
| All | +39.3% | +8.1% | +31.2% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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