+5.8%
HD vs ARES
+83.4%
-77.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | +4.3% | +4.5% | -0.2% | +3.2% |
| 30D | +20.2% | +15.7% | +4.4% | +15.8% |
| 3M | -1.0% | -2.0% | +1.0% | -0.6% |
| 6M | +7.9% | +10.4% | -2.5% | +4.6% |
| YTD | +2.0% | -14.2% | +16.2% | +4.6% |
| 1Y | -4.3% | -7.8% | +3.5% | -4.2% |
| 3Y | +25.9% | +41.4% | -15.5% | +5.1% |
| All | +5.8% | +83.4% | -77.6% | -19.4% |
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