+179.4%
INTC vs ARES
+47.3%
+132.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.1% | +10.1% | +9.4% |
| 7D | +17.4% | -0.3% | +17.8% | +17.5% |
| 30D | +2.8% | +1.3% | +1.5% | +2.2% |
| 3M | -5.3% | +10.4% | -15.6% | -9.1% |
| 6M | +140.6% | +29.0% | +111.6% | +116.2% |
| YTD | +183.1% | -12.2% | +195.3% | +193.4% |
| 1Y | +326.8% | -18.4% | +345.2% | +353.2% |
| 3Y | +179.4% | +43.2% | +136.3% | +132.9% |
| All | +179.4% | +47.3% | +132.2% | +132.9% |
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