+169.5%
GILD vs ARES
+1,117.3%
-947.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.5% | -0.8% |
| 7D | -4.8% | -6.1% | +1.3% | -4.1% |
| 30D | +5.8% | -7.5% | +13.3% | +6.7% |
| 3M | +14.9% | +0.1% | +14.8% | +14.7% |
| 6M | -0.4% | +30.3% | -30.6% | -3.8% |
| YTD | +18.5% | -16.6% | +35.1% | +20.0% |
| 1Y | +25.1% | -26.1% | +51.2% | +28.4% |
| 3Y | +105.9% | +36.4% | +69.5% | +91.3% |
| 5Y | +143.0% | +95.0% | +48.0% | +111.0% |
| 10Y | +162.4% | +977.4% | -815.1% | +83.2% |
| All | +169.5% | +1,117.3% | -947.8% | +84.8% |
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