+88.2%
ARES vs QID
-78.0%
+166.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.6% | +3.5% | -3.5% |
| 7D | +0.8% | -1.1% | +1.9% | +0.7% |
| 30D | +16.7% | +14.4% | +2.3% | +26.1% |
| 3M | -2.6% | +6.7% | -9.3% | +1.9% |
| 6M | +13.0% | +2.6% | +10.4% | +18.0% |
| YTD | -11.7% | -24.2% | +12.5% | -20.0% |
| 1Y | -6.7% | -22.3% | +15.6% | -13.8% |
| 3Y | +40.5% | -72.0% | +112.5% | -13.7% |
| 5Y | +88.2% | -78.2% | +166.4% | +24.5% |
| All | +88.2% | -78.0% | +166.2% | +24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling