+236.7%
INTU vs ARES
+1,112.4%
-875.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.5% | 0.0% |
| 7D | +0.1% | +0.5% | -0.4% | -0.3% |
| 30D | +10.1% | +19.7% | -9.6% | +1.3% |
| 3M | -4.2% | -9.0% | +4.8% | -0.2% |
| 6M | -7.2% | +11.5% | -18.8% | -13.2% |
| YTD | -47.7% | -13.8% | -33.9% | -45.6% |
| 1Y | -46.7% | -5.6% | -41.1% | -47.1% |
| 3Y | -34.1% | +36.1% | -70.2% | -48.8% |
| 5Y | -43.3% | +82.7% | -126.0% | -63.2% |
| All | +236.7% | +1,112.4% | -875.7% | +16.9% |
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 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