+1,187.7%
ENTG vs ARES
+1,196.0%
-8.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.1% | +6.7% |
| 7D | +2.8% | -1.7% | +4.5% | +3.7% |
| 30D | -4.7% | +0.3% | -5.0% | -5.1% |
| 3M | -0.7% | +8.5% | -9.2% | -5.4% |
| 6M | +7.7% | +23.5% | -15.8% | -5.6% |
| YTD | +65.1% | -11.2% | +76.3% | +71.1% |
| 1Y | +74.8% | -19.3% | +94.1% | +90.4% |
| 3Y | +36.9% | +48.7% | -11.8% | +9.1% |
| 5Y | +16.1% | +106.5% | -90.4% | -21.1% |
| 10Y | +740.3% | +1,055.3% | -315.0% | +232.6% |
| All | +1,187.7% | +1,196.0% | -8.2% | +371.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling