+6.8%
XEL vs ARES
-23.8%
+30.6%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.2% |
| 7D | -0.3% | -6.1% | +5.8% | -0.6% |
| 30D | -3.9% | -7.5% | +3.6% | -4.3% |
| 3M | -2.8% | +0.1% | -2.9% | -2.5% |
| 6M | -5.4% | +30.3% | -35.7% | -3.8% |
| YTD | +3.8% | -16.6% | +20.4% | +2.1% |
| 1Y | +6.8% | -26.1% | +32.9% | -1.9% |
| All | +6.8% | -23.8% | +30.6% | -1.9% |
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