+15.0%
SHW vs ARES
+105.3%
-90.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.0% |
| 7D | -1.2% | -0.3% | -0.8% | -1.1% |
| 30D | -11.6% | +1.3% | -12.9% | -12.0% |
| 3M | +9.1% | +10.4% | -1.3% | +5.9% |
| 6M | -0.7% | +29.0% | -29.7% | -8.3% |
| YTD | +1.4% | -12.2% | +13.5% | +3.7% |
| 1Y | -12.3% | -18.4% | +6.2% | -8.7% |
| 3Y | +23.4% | +43.2% | -19.8% | +2.4% |
| 5Y | +15.0% | +102.6% | -87.6% | -18.1% |
| All | +15.0% | +105.3% | -90.3% | -18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling