+43.6%
DE vs ARES
-23.8%
+67.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -2.6% | -6.1% | +3.5% | -2.3% |
| 30D | +9.0% | -7.5% | +16.6% | +9.4% |
| 3M | +19.1% | +0.1% | +19.0% | +18.8% |
| 6M | +14.4% | +30.3% | -15.9% | +12.6% |
| YTD | +45.9% | -16.6% | +62.6% | +48.6% |
| 1Y | +43.6% | -26.1% | +69.7% | +49.1% |
| All | +43.6% | -23.8% | +67.4% | +49.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling