-27.9%
DHR vs ARES
+97.0%
-124.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +0.7% |
| 7D | -2.4% | -2.7% | +0.3% | -1.7% |
| 30D | -2.2% | -2.4% | +0.2% | -1.6% |
| 3M | +9.0% | +3.9% | +5.0% | +7.0% |
| 6M | +3.5% | +26.4% | -22.9% | -5.0% |
| YTD | -10.1% | -14.9% | +4.7% | -7.3% |
| 1Y | +6.2% | -20.4% | +26.6% | +11.3% |
| 3Y | -5.4% | +38.8% | -44.1% | -22.5% |
| 5Y | -27.9% | +97.0% | -124.9% | -51.9% |
| All | -27.9% | +97.0% | -124.9% | -51.9% |
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 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