+390.5%
INTU vs ARES
+1,196.0%
-805.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.0% |
| 7D | -7.1% | -1.7% | -5.4% | -6.4% |
| 30D | +1.5% | +0.3% | +1.2% | +1.4% |
| 3M | +10.7% | +8.5% | +2.2% | +6.3% |
| 6M | -23.8% | +23.5% | -47.3% | -31.4% |
| YTD | -49.3% | -11.2% | -38.1% | -48.0% |
| 1Y | -49.7% | -19.3% | -30.4% | -46.7% |
| 3Y | -38.0% | +48.7% | -86.7% | -51.4% |
| 5Y | -38.7% | +106.5% | -145.3% | -58.8% |
| 10Y | +221.3% | +1,055.3% | -834.0% | +35.5% |
| All | +390.5% | +1,196.0% | -805.5% | +99.4% |
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