+96.2%
SMH vs ARES
-18.2%
+114.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +2.8% |
| 7D | +2.5% | -1.7% | +4.2% | +2.9% |
| 30D | -0.5% | +0.3% | -0.7% | -0.6% |
| 3M | -9.6% | +8.5% | -18.1% | -11.4% |
| 6M | +42.1% | +23.5% | +18.6% | +35.0% |
| YTD | +57.4% | -11.2% | +68.7% | +61.1% |
| 1Y | +96.2% | -19.3% | +115.5% | +100.5% |
| All | +96.2% | -18.2% | +114.4% | +100.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling