+169.8%
SLV vs ARES
+107.6%
+62.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | -0.3% | -1.7% | +1.3% | 0.0% |
| 30D | +6.7% | +0.3% | +6.4% | +6.6% |
| 3M | -10.7% | +8.5% | -19.2% | -12.1% |
| 6M | -20.6% | +23.5% | -44.1% | -23.5% |
| YTD | -7.1% | -11.2% | +4.1% | -6.2% |
| 1Y | +62.0% | -19.3% | +81.3% | +65.5% |
| 3Y | +169.8% | +48.7% | +121.2% | +150.0% |
| All | +169.8% | +107.6% | +62.3% | +133.9% |
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 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