+175.9%
SLV vs ARES
+1,313.3%
-1,137.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.2% | -1.5% | +2.1% |
| 7D | +5.6% | +5.0% | +0.7% | +4.9% |
| 30D | -12.1% | +19.1% | -31.2% | -14.5% |
| 3M | -16.3% | +3.1% | -19.4% | -16.8% |
| 6M | -34.1% | +12.9% | -46.9% | -35.4% |
| YTD | -25.3% | -10.7% | -14.6% | -24.7% |
| 1Y | +9.6% | -5.5% | +15.1% | +9.6% |
| 3Y | +132.7% | +45.0% | +87.7% | +116.8% |
| 5Y | +113.7% | +87.4% | +26.3% | +89.4% |
| 10Y | +175.9% | +1,267.4% | -1,091.5% | +105.0% |
| All | +175.9% | +1,313.3% | -1,137.4% | +105.0% |
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