+443.2%
HD vs ARES
+1,196.0%
-752.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.2% |
| 7D | -2.1% | -1.7% | -0.4% | -1.6% |
| 30D | -8.4% | +0.3% | -8.7% | -8.6% |
| 3M | +4.3% | +8.5% | -4.1% | +1.6% |
| 6M | -11.1% | +23.5% | -34.6% | -17.0% |
| YTD | -4.7% | -11.2% | +6.6% | -3.4% |
| 1Y | -19.8% | -19.3% | -0.5% | -16.9% |
| 3Y | +4.1% | +48.7% | -44.6% | -12.5% |
| 5Y | +10.3% | +106.5% | -96.2% | -18.1% |
| 10Y | +203.2% | +1,055.3% | -852.2% | +55.4% |
| All | +443.2% | +1,196.0% | -752.8% | +169.2% |
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