+47.6%
CVS vs ARES
+37.5%
+10.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.5% |
| 7D | +6.6% | +0.5% | +6.1% | +6.6% |
| 30D | -0.4% | +19.7% | -20.1% | -0.9% |
| 3M | -5.3% | -9.0% | +3.7% | -5.1% |
| 6M | -7.7% | +11.5% | -19.3% | -8.0% |
| YTD | +16.0% | -13.8% | +29.9% | +17.9% |
| 1Y | +16.2% | -5.6% | +21.8% | +17.1% |
| 3Y | +47.6% | +36.1% | +11.5% | +49.0% |
| All | +47.6% | +37.5% | +10.1% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 3y: compounded portfolio wealth divided by compounded ARES 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…
3y analysis · Full analysis span regression · 6 months rolling