+65.9%
EW vs ARES
+37.5%
+28.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.2% |
| 7D | +4.9% | +0.5% | +4.4% | +4.8% |
| 30D | +23.9% | +19.7% | +4.3% | +21.2% |
| 3M | +15.8% | -9.0% | +24.7% | +16.8% |
| 6M | +31.7% | +11.5% | +20.1% | +29.5% |
| YTD | +25.7% | -13.8% | +39.5% | +27.8% |
| 1Y | +24.4% | -5.6% | +30.0% | +24.6% |
| 3Y | +65.9% | +36.1% | +29.8% | +56.7% |
| All | +65.9% | +37.5% | +28.4% | +56.7% |
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 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