+673.5%
SNPS vs ARES
+1,100.6%
-427.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.3% | +3.5% | +1.6% |
| 7D | +5.1% | -0.3% | +5.4% | +5.2% |
| 30D | -6.4% | +15.3% | -21.7% | -12.6% |
| 3M | +12.2% | -5.4% | +17.6% | +14.1% |
| 6M | -9.8% | +10.0% | -19.9% | -15.4% |
| YTD | -1.5% | -14.7% | +13.2% | +2.6% |
| 1Y | +16.0% | -9.7% | +25.7% | +17.6% |
| 3Y | -10.8% | +35.8% | -46.6% | -26.6% |
| 5Y | +33.3% | +80.9% | -47.6% | -6.3% |
| All | +673.5% | +1,100.6% | -427.1% | +232.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling