+572.6%
DHI vs ARES
+1,107.9%
-535.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.4% | -1.5% |
| 7D | -6.1% | -7.7% | +1.6% | -3.6% |
| 30D | -10.1% | -8.7% | -1.4% | -7.4% |
| 3M | -7.3% | +2.8% | -10.2% | -8.5% |
| 6M | -6.1% | +23.1% | -29.2% | -13.2% |
| YTD | -5.0% | -17.3% | +12.2% | -1.1% |
| 1Y | -22.1% | -24.3% | +2.2% | -16.8% |
| 3Y | +19.2% | +34.9% | -15.7% | -0.3% |
| 5Y | +59.4% | +93.5% | -34.1% | +14.5% |
| 10Y | +401.8% | +969.2% | -567.3% | +137.6% |
| All | +572.6% | +1,107.9% | -535.3% | +188.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling