+338.0%
SMH vs ARES
+97.0%
+241.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +1.7% |
| 7D | +4.3% | -2.7% | +7.0% | +5.7% |
| 30D | +0.9% | -2.4% | +3.2% | +1.8% |
| 3M | -2.8% | +3.9% | -6.7% | -5.9% |
| 6M | +45.6% | +26.4% | +19.2% | +24.7% |
| YTD | +59.5% | -14.9% | +74.4% | +68.6% |
| 1Y | +93.4% | -20.4% | +113.9% | +110.6% |
| 3Y | +287.1% | +38.8% | +248.3% | +187.9% |
| 5Y | +338.0% | +97.0% | +241.1% | +146.8% |
| All | +338.0% | +97.0% | +241.0% | +146.8% |
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 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