+23.4%
SHW vs ARES
+47.3%
-23.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.1% |
| 7D | -1.2% | -0.3% | -0.8% | -1.1% |
| 30D | -11.6% | +1.3% | -12.9% | -11.9% |
| 3M | +9.1% | +10.4% | -1.3% | +6.8% |
| 6M | -0.7% | +29.0% | -29.7% | -6.2% |
| YTD | +1.4% | -12.2% | +13.5% | +3.7% |
| 1Y | -12.3% | -18.4% | +6.2% | -9.1% |
| 3Y | +23.4% | +43.2% | -19.8% | +10.1% |
| All | +23.4% | +47.3% | -23.9% | +10.1% |
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