+20.1%
ENTG vs ARES
+105.3%
-85.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.5% |
| 7D | +8.9% | -0.3% | +9.3% | +9.1% |
| 30D | -7.2% | +1.3% | -8.5% | -8.4% |
| 3M | +6.4% | +10.4% | -4.0% | -1.8% |
| 6M | +25.7% | +29.0% | -3.3% | +1.3% |
| YTD | +67.9% | -12.2% | +80.1% | +78.0% |
| 1Y | +72.4% | -18.4% | +90.8% | +92.5% |
| 3Y | +48.4% | +43.2% | +5.3% | +4.0% |
| 5Y | +20.1% | +102.6% | -82.5% | -38.4% |
| All | +20.1% | +105.3% | -85.2% | -38.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling