-5.6%
ARES vs IVZ
+22.9%
-28.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | -0.7% |
| 7D | +0.5% | +7.6% | -7.1% | -4.7% |
| 30D | +19.7% | +4.3% | +15.3% | +15.2% |
| 3M | -9.0% | -9.3% | +0.4% | -2.7% |
| 6M | +11.5% | +5.2% | +6.3% | +5.5% |
| YTD | -13.8% | +13.4% | -27.3% | -23.4% |
| 1Y | -5.6% | +25.4% | -31.0% | -21.6% |
| All | -5.6% | +22.9% | -28.5% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling