+119.0%
EOG vs ARES
+971.5%
-852.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +1.1% |
| 7D | +1.0% | -7.7% | +8.7% | +3.3% |
| 30D | +2.8% | -8.7% | +11.6% | +5.3% |
| 3M | +5.9% | +2.8% | +3.1% | +3.9% |
| 6M | +17.1% | +23.1% | -6.0% | +7.1% |
| YTD | +43.9% | -17.3% | +61.2% | +48.3% |
| 1Y | +26.9% | -24.3% | +51.2% | +33.8% |
| 3Y | +23.6% | +34.9% | -11.4% | +2.6% |
| 5Y | +178.1% | +93.5% | +84.6% | +94.1% |
| All | +119.0% | +971.5% | -852.5% | -6.7% |
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