+67.5%
HST vs ARES
+48.6%
+18.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +0.6% |
| 7D | -1.0% | -1.7% | +0.6% | -0.6% |
| 30D | -12.3% | +0.3% | -12.5% | -12.5% |
| 3M | -6.4% | +8.5% | -14.8% | -9.3% |
| 6M | +15.0% | +23.5% | -8.5% | +5.9% |
| YTD | +30.5% | -11.2% | +41.7% | +34.1% |
| 1Y | +35.7% | -19.3% | +55.0% | +43.8% |
| All | +67.5% | +48.6% | +18.9% | +35.0% |
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