+10.7%
SNDU vs ARES
+41.0%
-30.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +6.1% | -21.9% | -18.0% |
| 7D | -48.0% | +10.5% | -58.5% | -51.0% |
| 30D | -66.4% | +16.8% | -83.3% | -69.6% |
| 3M | -58.7% | -3.2% | -55.5% | -57.7% |
| 6M | -68.6% | +16.4% | -85.0% | -69.8% |
| All | +10.7% | +41.0% | -30.3% | -8.2% |
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