+568.6%
SE vs ARES
+934.1%
-365.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -2.2% |
| 7D | -3.6% | -2.7% | -1.0% | -2.1% |
| 30D | -5.3% | -2.4% | -2.9% | -3.9% |
| 3M | +28.1% | +3.9% | +24.2% | +23.7% |
| 6M | +20.7% | +26.4% | -5.7% | +1.7% |
| YTD | -14.8% | -14.9% | +0.1% | -10.0% |
| 1Y | -43.6% | -20.4% | -23.2% | -38.7% |
| 3Y | +184.2% | +38.8% | +145.4% | +100.0% |
| 5Y | -66.3% | +97.0% | -163.3% | -80.9% |
| All | +568.6% | +934.1% | -365.5% | +128.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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