-19.3%
ARES vs SMTC
+154.8%
-174.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +9.2% | -10.2% | -1.5% |
| 7D | -1.7% | +12.7% | -14.4% | -2.4% |
| 30D | +0.3% | +22.0% | -21.7% | -1.5% |
| 3M | +8.5% | -12.7% | +21.1% | +9.1% |
| 6M | +23.5% | +64.8% | -41.3% | +16.4% |
| YTD | -11.2% | +100.7% | -111.9% | -17.8% |
| 1Y | -19.3% | +146.9% | -166.2% | -24.4% |
| All | -19.3% | +154.8% | -174.0% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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