+312.3%
DELL vs ARES
-22.9%
+335.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.8% | -2.6% | -4.7% |
| 7D | -1.9% | -7.7% | +5.8% | -0.2% |
| 30D | +14.9% | -8.7% | +23.6% | +17.1% |
| 3M | +37.2% | +2.8% | +34.4% | +36.4% |
| 6M | +254.0% | +23.1% | +230.9% | +242.9% |
| YTD | +306.1% | -17.3% | +323.4% | +332.1% |
| 1Y | +312.3% | -24.3% | +336.6% | +339.5% |
| All | +312.3% | -22.9% | +335.1% | +339.5% |
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 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