+46.3%
XLU vs ARES
+35.4%
+10.9%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -1.6% | -6.1% | +4.5% | -1.1% |
| 30D | -3.3% | -7.5% | +4.2% | -2.7% |
| 3M | -3.2% | +0.1% | -3.3% | -3.2% |
| 6M | -7.0% | +30.3% | -37.2% | -9.6% |
| YTD | +0.6% | -16.6% | +17.2% | +2.5% |
| 1Y | +2.4% | -26.1% | +28.5% | +5.9% |
| 3Y | +46.3% | +36.4% | +9.8% | +34.7% |
| All | +46.3% | +35.4% | +10.9% | +34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling