+1,131.0%
ARES vs SMTC
+382.5%
+748.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +10.3% | -11.4% | -3.4% |
| 7D | +0.8% | +12.9% | -12.1% | -2.7% |
| 30D | +16.7% | -25.6% | +42.3% | +22.1% |
| 3M | -2.6% | -4.5% | +1.9% | -6.2% |
| 6M | +13.0% | -8.3% | +21.2% | +6.5% |
| YTD | -11.7% | +69.9% | -81.7% | -31.1% |
| 1Y | -6.7% | +73.9% | -80.6% | -27.9% |
| 3Y | +40.5% | +757.7% | -717.2% | -42.6% |
| 5Y | +88.2% | +38.7% | +49.5% | +35.7% |
| 10Y | +1,131.0% | +376.1% | +754.8% | +557.6% |
| All | +1,131.0% | +382.5% | +748.4% | +557.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling