+76.1%
XBI vs ARES
-18.2%
+94.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.6% | -0.2% |
| 7D | +0.9% | -1.7% | +2.6% | +1.1% |
| 30D | +7.1% | +0.3% | +6.8% | +7.0% |
| 3M | +22.9% | +8.5% | +14.4% | +21.5% |
| 6M | +29.7% | +23.5% | +6.2% | +25.4% |
| YTD | +34.5% | -11.2% | +45.7% | +32.0% |
| 1Y | +76.1% | -19.3% | +95.3% | +74.7% |
| All | +76.1% | -18.2% | +94.3% | +74.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling