+953.0%
ARES vs SPXS
-99.5%
+1,052.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.9% | -4.6% | -2.0% |
| 7D | -7.7% | +6.4% | -14.1% | -5.1% |
| 30D | -8.7% | +6.0% | -14.7% | -6.1% |
| 3M | +2.8% | -11.6% | +14.5% | -1.2% |
| 6M | +23.1% | -28.7% | +51.8% | +9.5% |
| YTD | -17.3% | -26.3% | +9.0% | -24.3% |
| 1Y | -24.3% | -34.9% | +10.6% | -33.6% |
| 3Y | +34.9% | -79.5% | +114.4% | -14.7% |
| 5Y | +93.5% | -85.9% | +179.4% | +30.3% |
| All | +953.0% | -99.5% | +1,052.6% | +283.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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