+12.5%
GEHC vs ARES
-7.5%
+20.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.5% | +1.2% |
| 7D | +0.8% | +0.5% | +0.3% | +0.7% |
| 30D | +21.3% | +19.7% | +1.7% | +17.3% |
| 3M | +12.6% | -9.0% | +21.5% | +14.0% |
| 6M | +34.3% | +11.5% | +22.7% | +31.0% |
| YTD | +1.4% | -13.8% | +15.3% | +8.0% |
| 1Y | +12.5% | -5.6% | +18.0% | +15.2% |
| All | +12.5% | -7.5% | +20.0% | +15.2% |
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