+251.0%
DIA vs ARES
+1,006.5%
-755.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | +0.1% |
| 7D | -1.2% | -2.7% | +1.4% | -0.5% |
| 30D | -2.7% | -2.4% | -0.3% | -2.1% |
| 3M | +3.3% | +3.9% | -0.6% | +1.5% |
| 6M | +10.4% | +26.4% | -16.0% | +1.7% |
| YTD | +10.0% | -14.9% | +24.9% | +13.1% |
| 1Y | +16.2% | -20.4% | +36.6% | +21.2% |
| 3Y | +58.7% | +38.8% | +20.0% | +34.8% |
| 5Y | +63.6% | +97.0% | -33.4% | +19.6% |
| 10Y | +251.0% | +999.8% | -748.8% | +64.7% |
| All | +251.0% | +1,006.5% | -755.4% | +64.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling