+1,171.2%
ARES vs SPG
+161.7%
+1,009.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.3% |
| 7D | +8.1% | +5.6% | +2.5% | +6.2% |
| 30D | +18.9% | +17.6% | +1.3% | +12.5% |
| 3M | +2.3% | +7.5% | -5.1% | -0.1% |
| 6M | +12.7% | +18.5% | -5.8% | +6.1% |
| YTD | -10.8% | +30.9% | -41.7% | -18.9% |
| 1Y | -5.3% | +34.1% | -39.4% | -14.7% |
| 3Y | +42.0% | +135.5% | -93.5% | +7.2% |
| 5Y | +88.3% | +86.5% | +1.8% | +50.4% |
| 10Y | +1,148.2% | +116.1% | +1,032.1% | +826.3% |
| All | +1,171.2% | +161.7% | +1,009.6% | +870.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 all: compounded portfolio wealth divided by compounded SPG 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…
all analysis · Full analysis span regression · 6 months rolling