+769.3%
ENTG vs ARES
+1,112.4%
-343.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.0% | -4.8% | -4.4% |
| 7D | +15.2% | +0.5% | +14.7% | +14.9% |
| 30D | -3.6% | +19.7% | -23.3% | -14.2% |
| 3M | -10.0% | -9.0% | -1.0% | -6.2% |
| 6M | +1.8% | +11.5% | -9.8% | -6.8% |
| YTD | +75.5% | -13.8% | +89.3% | +83.3% |
| 1Y | +82.4% | -5.6% | +88.0% | +80.1% |
| 3Y | +58.5% | +36.1% | +22.4% | +25.5% |
| 5Y | +0.4% | +82.7% | -82.3% | -33.7% |
| All | +769.3% | +1,112.4% | -343.1% | +206.9% |
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