+1,131.0%
ARES vs STLD
+802.0%
+328.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.5% |
| 7D | +0.8% | -0.5% | +1.2% | +0.8% |
| 30D | +16.7% | -0.1% | +16.8% | +16.3% |
| 3M | -2.6% | -9.2% | +6.5% | -0.2% |
| 6M | +13.0% | +1.8% | +11.2% | +10.7% |
| YTD | -11.7% | +42.1% | -53.9% | -23.8% |
| 1Y | -6.7% | +58.5% | -65.2% | -22.6% |
| 3Y | +40.5% | +128.2% | -87.7% | +0.5% |
| 5Y | +88.2% | +288.2% | -200.0% | +8.8% |
| 10Y | +1,131.0% | +799.8% | +331.2% | +370.4% |
| All | +1,131.0% | +802.0% | +328.9% | +370.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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