-6.7%
ARES vs SMTC
+66.6%
-73.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +10.3% | -11.4% | -1.4% |
| 7D | +0.8% | +12.9% | -12.1% | +0.3% |
| 30D | +16.7% | -25.6% | +42.3% | +17.8% |
| 3M | -2.6% | -4.5% | +1.9% | -3.8% |
| 6M | +13.0% | -8.3% | +21.2% | +10.9% |
| YTD | -11.7% | +69.9% | -81.7% | -21.3% |
| 1Y | -6.7% | +73.9% | -80.6% | -17.4% |
| All | -6.7% | +66.6% | -73.3% | -17.4% |
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