+110.3%
EOG vs ARES
+1,196.0%
-1,085.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | -0.3% |
| 7D | +1.3% | -1.7% | +3.0% | +1.7% |
| 30D | +8.2% | +0.3% | +7.9% | +7.8% |
| 3M | +3.8% | +8.5% | -4.7% | +0.5% |
| 6M | +15.3% | +23.5% | -8.2% | +6.3% |
| YTD | +41.7% | -11.2% | +52.9% | +43.0% |
| 1Y | +23.6% | -19.3% | +42.8% | +27.6% |
| 3Y | +23.3% | +48.7% | -25.4% | +1.5% |
| 5Y | +170.4% | +106.5% | +63.9% | +93.0% |
| 10Y | +125.5% | +1,055.3% | -929.8% | +1.5% |
| All | +110.3% | +1,196.0% | -1,085.7% | -10.6% |
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