-6.9%
ARES vs SUI
+1.6%
-8.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.2% | +1.0% | +4.5% |
| 7D | +10.5% | +10.0% | +0.5% | +7.6% |
| 30D | +16.8% | +8.4% | +8.4% | +14.1% |
| 3M | -3.2% | +0.7% | -3.9% | -4.2% |
| 6M | +16.4% | -0.9% | +17.4% | +15.3% |
| YTD | -12.4% | +0.6% | -13.0% | -13.4% |
| 1Y | -6.9% | +0.8% | -7.6% | -8.2% |
| All | -6.9% | +1.6% | -8.5% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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