+12.7%
GEHC vs ARES
-6.6%
+19.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.0% |
| 7D | -3.7% | +0.8% | -4.5% | -3.9% |
| 30D | +22.0% | +16.7% | +5.3% | +18.3% |
| 3M | +13.6% | -2.6% | +16.2% | +13.6% |
| 6M | +34.0% | +13.0% | +21.1% | +30.4% |
| YTD | +0.9% | -11.7% | +12.6% | +6.9% |
| 1Y | +12.7% | -6.7% | +19.4% | +16.9% |
| All | +12.7% | -6.6% | +19.4% | +16.9% |
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