+63.2%
DHI vs ARES
+94.4%
-31.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.4% |
| 7D | -3.4% | -6.1% | +2.7% | -1.3% |
| 30D | -5.4% | -7.5% | +2.1% | -2.9% |
| 3M | -10.4% | +0.1% | -10.6% | -10.9% |
| 6M | -2.8% | +30.3% | -33.0% | -12.4% |
| YTD | -3.4% | -16.6% | +13.2% | +1.2% |
| 1Y | -22.9% | -26.1% | +3.2% | -15.8% |
| 3Y | +20.7% | +36.4% | -15.7% | -7.0% |
| All | +63.2% | +94.4% | -31.2% | -1.0% |
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