+32.9%
DIS vs ARES
+1,145.7%
-1,112.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.8% |
| 7D | +0.6% | +0.8% | -0.2% | +0.3% |
| 30D | +10.3% | +16.7% | -6.4% | +4.1% |
| 3M | +15.6% | -2.6% | +18.2% | +16.2% |
| 6M | +15.1% | +13.0% | +2.2% | +8.6% |
| YTD | +6.0% | -11.7% | +17.7% | +8.0% |
| 1Y | +5.7% | -6.7% | +12.4% | +5.1% |
| 3Y | +39.8% | +40.5% | -0.7% | +14.1% |
| 5Y | -23.9% | +88.2% | -112.1% | -46.4% |
| 10Y | +32.9% | +1,131.0% | -1,098.0% | -42.3% |
| All | +32.9% | +1,145.7% | -1,112.8% | -42.3% |
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