+46.6%
ENTG vs ARES
+43.8%
+2.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -0.9% | -1.0% |
| 7D | -9.3% | +8.1% | -17.4% | -13.4% |
| 30D | -16.4% | +18.9% | -35.3% | -25.3% |
| 3M | -3.8% | +2.3% | -6.2% | -6.2% |
| 6M | -6.9% | +12.7% | -19.6% | -15.2% |
| YTD | +65.0% | -10.8% | +75.7% | +74.5% |
| 1Y | +61.7% | -5.3% | +67.0% | +63.2% |
| 3Y | +46.6% | +42.0% | +4.6% | +23.1% |
| All | +46.6% | +43.8% | +2.9% | +23.1% |
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