+78.2%
HBAN vs ARES
+35.4%
+42.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | -1.0% | -6.1% | +5.1% | +1.3% |
| 30D | -5.6% | -7.5% | +1.9% | -3.1% |
| 3M | -1.1% | +0.1% | -1.3% | -2.0% |
| 6M | +9.9% | +30.3% | -20.4% | -3.0% |
| YTD | -0.9% | -16.6% | +15.7% | +4.9% |
| 1Y | -1.4% | -26.1% | +24.7% | +10.0% |
| 3Y | +78.2% | +36.4% | +41.8% | +53.1% |
| All | +78.2% | +35.4% | +42.9% | +53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling