+3,922.7%
DELL vs ARES
+971.5%
+2,951.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.8% | -2.6% | -4.2% |
| 7D | -1.9% | -7.7% | +5.8% | +1.4% |
| 30D | +14.9% | -8.7% | +23.6% | +19.2% |
| 3M | +37.2% | +2.8% | +34.4% | +34.4% |
| 6M | +254.0% | +23.1% | +230.9% | +218.7% |
| YTD | +306.1% | -17.3% | +323.4% | +328.7% |
| 1Y | +312.3% | -24.3% | +336.6% | +349.2% |
| 3Y | +654.0% | +34.9% | +619.1% | +555.0% |
| 5Y | +1,055.3% | +93.5% | +961.9% | +749.7% |
| All | +3,922.7% | +971.5% | +2,951.2% | +1,837.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling