+686.3%
DHR vs ARES
+1,157.9%
-471.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.1% |
| 7D | +1.2% | +0.5% | +0.7% | +1.1% |
| 30D | +3.7% | +19.7% | -16.0% | -0.8% |
| 3M | +14.5% | -9.0% | +23.5% | +16.8% |
| 6M | +40.9% | +11.5% | +29.4% | +36.0% |
| YTD | +2.4% | -13.8% | +16.2% | +4.2% |
| 1Y | +6.1% | -5.6% | +11.7% | +5.4% |
| 3Y | +21.0% | +36.1% | -15.1% | +7.0% |
| 5Y | -11.4% | +82.7% | -94.1% | -28.9% |
| 10Y | +241.8% | +1,101.7% | -859.9% | +106.3% |
| All | +686.3% | +1,157.9% | -471.6% | +360.7% |
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