+76.3%
DE vs ARES
+38.2%
+38.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | 0.0% |
| 7D | -3.0% | -2.7% | -0.4% | -2.6% |
| 30D | +11.1% | -2.4% | +13.5% | +11.4% |
| 3M | +17.6% | +3.9% | +13.7% | +16.3% |
| 6M | +13.6% | +26.4% | -12.8% | +7.3% |
| YTD | +46.3% | -14.9% | +61.1% | +50.7% |
| 1Y | +44.2% | -20.4% | +64.6% | +50.7% |
| All | +76.3% | +38.2% | +38.1% | +51.5% |
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