+78.8%
SE vs ARES
+43.8%
+35.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.2% | +1.4% |
| 7D | +3.3% | +5.0% | -1.7% | +1.4% |
| 30D | -18.2% | +19.1% | -37.2% | -23.5% |
| 3M | -31.3% | +3.1% | -34.3% | -32.1% |
| 6M | -10.1% | +12.9% | -23.0% | -15.0% |
| YTD | -38.9% | -10.7% | -28.2% | -36.9% |
| 1Y | -48.0% | -5.5% | -42.5% | -47.9% |
| 3Y | +78.8% | +45.0% | +33.8% | +85.9% |
| All | +78.8% | +43.8% | +35.0% | +85.9% |
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