+104.8%
ARES vs SMTC
+91.0%
+13.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +9.2% | -10.2% | -2.8% |
| 7D | -1.7% | +12.7% | -14.4% | -4.1% |
| 30D | +0.3% | +22.0% | -21.7% | -5.0% |
| 3M | +8.5% | -12.7% | +21.1% | +8.7% |
| 6M | +23.5% | +64.8% | -41.3% | +5.0% |
| YTD | -11.2% | +100.7% | -111.9% | -28.5% |
| 1Y | -19.3% | +146.9% | -166.2% | -39.0% |
| 3Y | +48.7% | +456.8% | -408.2% | -19.8% |
| All | +104.8% | +91.0% | +13.8% | +75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling