+48.4%
ARES vs SIMO
+418.6%
-370.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.7% | -9.7% | -2.3% |
| 7D | -1.7% | +4.2% | -5.9% | -2.4% |
| 30D | +0.3% | +4.1% | -3.8% | -1.0% |
| 3M | +8.5% | -12.9% | +21.4% | +8.7% |
| 6M | +23.5% | +110.3% | -86.9% | -3.8% |
| YTD | -11.2% | +178.6% | -189.8% | -38.5% |
| 1Y | -19.3% | +220.0% | -239.3% | -47.9% |
| All | +48.4% | +418.6% | -370.1% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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