+286.8%
SMH vs ARES
+38.2%
+248.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +1.5% |
| 7D | +4.3% | -2.7% | +7.0% | +5.5% |
| 30D | +0.9% | -2.4% | +3.2% | +1.7% |
| 3M | -2.8% | +3.9% | -6.7% | -5.4% |
| 6M | +45.6% | +26.4% | +19.2% | +27.5% |
| YTD | +59.5% | -14.9% | +74.4% | +69.7% |
| 1Y | +93.4% | -20.4% | +113.9% | +112.1% |
| All | +286.8% | +38.2% | +248.7% | +207.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling