+49.9%
GDX vs ARES
-20.5%
+70.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.1% | +1.6% |
| 7D | +1.9% | -2.7% | +4.6% | +2.4% |
| 30D | +9.9% | -2.4% | +12.3% | +10.3% |
| 3M | +28.2% | +3.9% | +24.3% | +26.8% |
| 6M | -2.9% | +26.4% | -29.3% | -5.6% |
| YTD | +16.0% | -14.9% | +30.9% | +18.2% |
| 1Y | +49.9% | -20.4% | +70.3% | +58.4% |
| All | +49.9% | -20.5% | +70.4% | +58.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling