+249.6%
HL vs ARES
+37.5%
+212.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.2% |
| 7D | -11.1% | +0.5% | -11.6% | -11.2% |
| 30D | -12.1% | +19.7% | -31.7% | -17.2% |
| 3M | -26.1% | -9.0% | -17.1% | -23.8% |
| 6M | -37.7% | +11.5% | -49.3% | -40.0% |
| YTD | -31.7% | -13.8% | -17.9% | -28.6% |
| 1Y | -11.6% | -5.6% | -6.1% | -10.6% |
| 3Y | +249.6% | +36.1% | +213.5% | +176.2% |
| All | +249.6% | +37.5% | +212.1% | +176.2% |
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 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