+569.8%
DELL vs ARES
+82.0%
+487.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.0% | -8.2% | -7.6% |
| 7D | +4.9% | +0.5% | +4.4% | +4.6% |
| 30D | -32.1% | +19.7% | -51.7% | -38.2% |
| 3M | -30.2% | -9.0% | -21.3% | -27.7% |
| 6M | +41.7% | +11.5% | +30.2% | +32.2% |
| YTD | +176.6% | -13.8% | +190.4% | +188.7% |
| 1Y | +159.9% | -5.6% | +165.5% | +157.4% |
| 3Y | +388.0% | +36.1% | +351.9% | +307.9% |
| All | +569.8% | +82.0% | +487.9% | +352.1% |
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