+491.2%
VALE vs ARES
+971.5%
-480.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.7% | -0.1% |
| 7D | -0.2% | -7.7% | +7.5% | +2.4% |
| 30D | +9.7% | -8.7% | +18.5% | +12.8% |
| 3M | +5.3% | +2.8% | +2.4% | +3.4% |
| 6M | +0.5% | +23.1% | -22.5% | -7.6% |
| YTD | +20.6% | -17.3% | +37.9% | +25.2% |
| 1Y | +57.6% | -24.3% | +81.9% | +67.6% |
| 3Y | +50.6% | +34.9% | +15.6% | +23.5% |
| 5Y | +41.8% | +93.5% | -51.6% | -4.6% |
| All | +491.2% | +971.5% | -480.4% | +112.7% |
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 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