-5.6%
ARES vs QID
-20.9%
+15.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +1.9% |
| 7D | +0.5% | -7.1% | +7.6% | -2.0% |
| 30D | +19.7% | +12.6% | +7.0% | +25.9% |
| 3M | -9.0% | +14.2% | -23.2% | -3.2% |
| 6M | +11.5% | +6.2% | +5.4% | +16.7% |
| YTD | -13.8% | -21.8% | +8.0% | -21.6% |
| 1Y | -5.6% | -23.1% | +17.5% | -14.0% |
| All | -5.6% | -20.9% | +15.3% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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