+34.8%
ARES vs SIMO
+240.7%
-205.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.1% | -3.1% |
| 7D | -0.3% | +14.9% | -15.2% | -2.0% |
| 30D | +15.3% | -27.0% | +42.3% | +18.8% |
| 3M | -5.4% | -25.4% | +20.0% | -3.8% |
| 6M | +10.0% | -30.3% | +40.3% | +9.9% |
| YTD | -14.7% | +95.8% | -110.5% | -38.6% |
| 1Y | -9.7% | +100.0% | -109.7% | -35.7% |
| All | +34.8% | +240.7% | -205.9% | -30.5% |
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