+178.5%
EXE vs ARES
+234.7%
-56.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.9% |
| 7D | -0.3% | -1.7% | +1.4% | +0.1% |
| 30D | +8.5% | +0.3% | +8.2% | +8.2% |
| 3M | +5.5% | +8.5% | -3.0% | +3.0% |
| 6M | -5.9% | +23.5% | -29.4% | -11.4% |
| YTD | -9.7% | -11.2% | +1.5% | -8.4% |
| 1Y | +3.6% | -19.3% | +22.9% | +7.4% |
| 3Y | +18.0% | +48.7% | -30.6% | -1.5% |
| 5Y | +109.4% | +106.5% | +2.9% | +51.7% |
| All | +178.5% | +234.7% | -56.2% | +82.6% |
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