+218.9%
SLV vs ARES
+1,045.9%
-827.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.6% |
| 7D | +2.5% | -0.3% | +2.8% | +2.6% |
| 30D | +3.3% | +1.3% | +2.0% | +3.0% |
| 3M | -3.6% | +10.4% | -14.0% | -5.1% |
| 6M | -21.8% | +29.0% | -50.8% | -24.8% |
| YTD | -7.8% | -12.2% | +4.4% | -6.9% |
| 1Y | +58.3% | -18.4% | +76.7% | +61.1% |
| 3Y | +182.6% | +43.2% | +139.4% | +164.9% |
| 5Y | +167.8% | +102.6% | +65.2% | +137.1% |
| 10Y | +218.9% | +1,029.6% | -810.8% | +148.6% |
| All | +218.9% | +1,045.9% | -827.0% | +148.6% |
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