+196.3%
SE vs ARES
+47.3%
+149.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.5% |
| 7D | +0.6% | -0.3% | +0.9% | +0.7% |
| 30D | -0.1% | +1.3% | -1.4% | -0.6% |
| 3M | +34.1% | +10.4% | +23.8% | +28.2% |
| 6M | +23.2% | +29.0% | -5.8% | +9.8% |
| YTD | -11.2% | -12.2% | +1.0% | -7.5% |
| 1Y | -40.5% | -18.4% | -22.1% | -36.3% |
| 3Y | +196.3% | +43.2% | +153.1% | +161.3% |
| All | +196.3% | +47.3% | +149.0% | +161.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling