+6.2%
DT vs ARES
+47.3%
-41.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.7% |
| 7D | -4.9% | -0.3% | -4.5% | -4.7% |
| 30D | +2.7% | +1.3% | +1.4% | +2.3% |
| 3M | +20.0% | +10.4% | +9.6% | +15.2% |
| 6M | +28.0% | +29.0% | -1.0% | +15.3% |
| YTD | +16.0% | -12.2% | +28.2% | +19.9% |
| 1Y | +0.7% | -18.4% | +19.2% | +6.4% |
| 3Y | +6.2% | +43.2% | -37.0% | -14.2% |
| All | +6.2% | +47.3% | -41.1% | -14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling