+953.0%
ARES vs LEN
+103.6%
+849.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.5% | +0.8% | -1.5% |
| 7D | -7.7% | -7.8% | +0.1% | -5.0% |
| 30D | -8.7% | -11.0% | +2.3% | -4.8% |
| 3M | +2.8% | -12.8% | +15.6% | +7.6% |
| 6M | +23.1% | -20.2% | +43.3% | +32.7% |
| YTD | -17.3% | -23.0% | +5.8% | -10.2% |
| 1Y | -24.3% | -41.8% | +17.5% | -9.6% |
| 3Y | +34.9% | -28.8% | +63.7% | +43.9% |
| 5Y | +93.5% | -12.6% | +106.1% | +86.6% |
| All | +953.0% | +103.6% | +849.4% | +642.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 10y: compounded portfolio wealth divided by compounded LEN 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…
10y analysis · Full analysis span regression · 6 months rolling