+211.0%
INTU vs ARES
+1,006.5%
-795.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -0.2% |
| 7D | -8.5% | -2.7% | -5.8% | -7.3% |
| 30D | -6.1% | -2.4% | -3.7% | -5.1% |
| 3M | +7.3% | +3.9% | +3.4% | +4.7% |
| 6M | -33.2% | +26.4% | -59.6% | -41.1% |
| YTD | -52.2% | -14.9% | -37.3% | -49.9% |
| 1Y | -52.7% | -20.4% | -32.3% | -49.3% |
| 3Y | -41.6% | +38.8% | -80.4% | -54.6% |
| 5Y | -42.6% | +97.0% | -139.6% | -63.2% |
| 10Y | +211.0% | +999.8% | -788.7% | +16.3% |
| All | +211.0% | +1,006.5% | -795.4% | +16.3% |
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