+43.2%
VALE vs ARES
+97.0%
-53.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.2% |
| 7D | -1.8% | -2.7% | +0.8% | -1.3% |
| 30D | +6.7% | -2.4% | +9.0% | +7.0% |
| 3M | +4.9% | +3.9% | +1.0% | +3.6% |
| 6M | +3.6% | +26.4% | -22.8% | -2.1% |
| YTD | +21.9% | -14.9% | +36.8% | +24.3% |
| 1Y | +61.6% | -20.4% | +82.0% | +66.5% |
| 3Y | +52.1% | +38.8% | +13.3% | +34.2% |
| 5Y | +43.2% | +97.0% | -53.8% | +12.0% |
| All | +43.2% | +97.0% | -53.8% | +12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling