-24.3%
ARES vs QID
-33.5%
+9.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.3% | -5.1% | -1.7% |
| 7D | -7.7% | +2.7% | -10.4% | -6.5% |
| 30D | -8.7% | +3.3% | -12.0% | -7.1% |
| 3M | +2.8% | -5.5% | +8.4% | +1.4% |
| 6M | +23.1% | -28.4% | +51.5% | +6.9% |
| YTD | -17.3% | -26.6% | +9.3% | -26.6% |
| 1Y | -24.3% | -34.1% | +9.8% | -36.4% |
| All | -24.3% | -33.5% | +9.2% | -36.4% |
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