+599.5%
DHR vs ARES
+1,196.0%
-596.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.4% |
| 7D | -3.9% | -1.7% | -2.2% | -3.5% |
| 30D | +4.0% | +0.3% | +3.7% | +3.8% |
| 3M | +11.5% | +8.5% | +3.0% | +8.7% |
| 6M | +1.9% | +23.5% | -21.6% | -4.3% |
| YTD | -8.9% | -11.2% | +2.3% | -7.7% |
| 1Y | +5.1% | -19.3% | +24.4% | +8.5% |
| 3Y | -10.3% | +48.7% | -58.9% | -22.3% |
| 5Y | -27.8% | +106.5% | -134.3% | -43.4% |
| 10Y | +203.6% | +1,055.3% | -851.7% | +82.9% |
| All | +599.5% | +1,196.0% | -596.5% | +308.0% |
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 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