+1,106.2%
DELL vs ARES
+97.0%
+1,009.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.3% | +1.7% |
| 7D | +8.7% | -2.7% | +11.4% | +10.1% |
| 30D | +16.9% | -2.4% | +19.3% | +17.9% |
| 3M | +40.4% | +3.9% | +36.5% | +36.5% |
| 6M | +267.1% | +26.4% | +240.7% | +221.0% |
| YTD | +329.1% | -14.9% | +344.0% | +353.6% |
| 1Y | +346.9% | -20.4% | +367.3% | +385.4% |
| 3Y | +696.6% | +38.8% | +657.9% | +566.8% |
| 5Y | +1,106.2% | +97.0% | +1,009.2% | +722.1% |
| All | +1,106.2% | +97.0% | +1,009.2% | +722.1% |
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 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