+30.7%
HD vs ARES
+37.5%
-6.8%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.1% |
| 7D | +1.5% | +0.5% | +1.0% | +1.4% |
| 30D | +18.0% | +19.7% | -1.7% | +14.0% |
| 3M | +2.8% | -9.0% | +11.8% | +4.4% |
| 6M | +17.0% | +11.5% | +5.4% | +14.2% |
| YTD | +3.5% | -13.8% | +17.4% | +5.4% |
| 1Y | -2.6% | -5.6% | +3.0% | -3.0% |
| 3Y | +30.7% | +36.1% | -5.4% | +21.3% |
| All | +30.7% | +37.5% | -6.8% | +21.3% |
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