+99.1%
DE vs ARES
+82.0%
+17.1%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.0% |
| 7D | +0.3% | +0.5% | -0.2% | +0.2% |
| 30D | +3.6% | +19.7% | -16.1% | -1.0% |
| 3M | +10.2% | -9.0% | +19.2% | +12.5% |
| 6M | +16.6% | +11.5% | +5.0% | +12.4% |
| YTD | +45.8% | -13.8% | +59.6% | +49.3% |
| 1Y | +43.9% | -5.6% | +49.5% | +42.8% |
| 3Y | +89.6% | +36.1% | +53.5% | +61.1% |
| All | +99.1% | +82.0% | +17.1% | +43.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling