+383.2%
INTC vs ARES
+1,196.0%
-812.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +4.8% |
| 7D | +7.1% | -1.7% | +8.7% | +7.7% |
| 30D | -5.2% | +0.3% | -5.5% | -5.4% |
| 3M | -14.3% | +8.5% | -22.8% | -17.2% |
| 6M | +110.2% | +23.5% | +86.7% | +91.8% |
| YTD | +159.6% | -11.2% | +170.8% | +164.6% |
| 1Y | +289.3% | -19.3% | +308.6% | +308.1% |
| 3Y | +166.1% | +48.7% | +117.4% | +119.1% |
| 5Y | +94.4% | +106.5% | -12.2% | +38.7% |
| 10Y | +227.7% | +1,055.3% | -827.6% | +50.6% |
| All | +383.2% | +1,196.0% | -812.8% | +109.7% |
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