-6.9%
ARES vs SMTC
+70.8%
-77.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -12.9% | +19.1% | +6.4% |
| 7D | +10.5% | -24.5% | +35.0% | +11.3% |
| 30D | +16.8% | -42.5% | +59.3% | +19.2% |
| 3M | -3.2% | -14.1% | +10.9% | -4.2% |
| 6M | +16.4% | +3.6% | +12.8% | +11.5% |
| YTD | -12.4% | +50.6% | -63.0% | -20.9% |
| 1Y | -6.9% | +72.2% | -79.1% | -18.1% |
| All | -6.9% | +70.8% | -77.7% | -18.1% |
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