-22.1%
ARES vs SMTC
+161.4%
-183.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.1% |
| 7D | -2.7% | +22.5% | -25.2% | -3.8% |
| 30D | -2.4% | +24.9% | -27.3% | -4.0% |
| 3M | +3.9% | +4.1% | -0.2% | +3.3% |
| 6M | +26.4% | +92.6% | -66.2% | +17.8% |
| YTD | -14.9% | +122.5% | -137.4% | -21.7% |
| All | -22.1% | +161.4% | -183.5% | -28.0% |
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