+237.0%
HOOD vs ARES
+137.0%
+100.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.1% | -2.8% | -3.0% |
| 7D | +13.4% | -0.3% | +13.7% | +14.0% |
| 30D | +25.8% | +1.3% | +24.5% | +24.8% |
| 3M | +38.0% | +10.4% | +27.6% | +24.7% |
| 6M | +52.2% | +29.0% | +23.2% | +19.4% |
| YTD | +3.7% | -12.2% | +15.9% | +13.4% |
| 1Y | +0.1% | -18.4% | +18.5% | +15.4% |
| 3Y | +992.6% | +43.2% | +949.4% | +672.7% |
| 5Y | +193.0% | +102.6% | +90.4% | +47.6% |
| All | +237.0% | +137.0% | +100.0% | +53.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling