+12.0%
GEHC vs ARES
+119.8%
-107.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.7% |
| 7D | -5.2% | -0.3% | -4.8% | -5.1% |
| 30D | -7.0% | +1.3% | -8.3% | -7.4% |
| 3M | +3.3% | +10.4% | -7.0% | -0.6% |
| 6M | -10.0% | +29.0% | -39.0% | -18.4% |
| YTD | -18.5% | -12.2% | -6.3% | -15.8% |
| 1Y | -14.4% | -18.4% | +4.0% | -9.7% |
| 3Y | +3.4% | +43.2% | -39.7% | -13.8% |
| All | +12.0% | +119.8% | -107.8% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling