+556.6%
SNPS vs ARES
+1,045.9%
-489.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | 0.0% |
| 7D | -5.5% | -0.3% | -5.2% | -5.4% |
| 30D | -5.8% | +1.3% | -7.1% | -6.4% |
| 3M | -17.2% | +10.4% | -27.6% | -21.6% |
| 6M | -10.4% | +29.0% | -39.4% | -21.4% |
| YTD | -16.5% | -12.2% | -4.3% | -13.6% |
| 1Y | -35.6% | -18.4% | -17.2% | -31.7% |
| 3Y | -14.6% | +43.2% | -57.8% | -30.4% |
| 5Y | +16.5% | +102.6% | -86.1% | -19.9% |
| 10Y | +556.6% | +1,029.6% | -473.1% | +194.8% |
| All | +556.6% | +1,045.9% | -489.3% | +194.8% |
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 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