+150.8%
SLV vs ARES
+1,152.0%
-1,001.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +5.1% | +4.5% | +0.5% | +4.5% |
| 30D | -12.9% | +15.7% | -28.7% | -14.6% |
| 3M | -16.1% | -2.0% | -14.1% | -16.0% |
| 6M | -33.2% | +10.4% | -43.6% | -34.1% |
| YTD | -27.2% | -14.2% | -13.0% | -26.4% |
| 1Y | +7.6% | -7.8% | +15.4% | +7.9% |
| 3Y | +122.3% | +41.4% | +81.0% | +111.0% |
| 5Y | +109.7% | +83.7% | +26.0% | +91.3% |
| 10Y | +168.4% | +1,204.1% | -1,035.6% | +120.9% |
| All | +150.8% | +1,152.0% | -1,001.2% | +103.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling