-2.6%
HD vs ARES
-6.8%
+4.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +5.2% | +8.1% | -2.9% | +3.7% |
| 30D | +20.7% | +18.9% | +1.8% | +17.2% |
| 3M | +0.8% | +2.3% | -1.5% | -0.1% |
| 6M | +12.2% | +12.7% | -0.5% | +10.0% |
| YTD | +4.2% | -10.8% | +15.0% | +2.5% |
| 1Y | -2.6% | -5.3% | +2.8% | -6.0% |
| All | -2.6% | -6.8% | +4.3% | -6.0% |
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