+51.5%
ENTG vs ARES
+38.2%
+13.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.1% | +4.4% | +3.3% |
| 7D | +8.9% | -2.7% | +11.6% | +10.6% |
| 30D | -0.8% | -2.4% | +1.6% | +0.3% |
| 3M | +6.6% | +3.9% | +2.6% | +3.0% |
| 6M | +22.1% | +26.4% | -4.3% | +1.7% |
| YTD | +70.2% | -14.9% | +85.1% | +86.4% |
| 1Y | +76.7% | -20.4% | +97.1% | +102.4% |
| All | +51.5% | +38.2% | +13.3% | +19.5% |
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