+449.8%
SOXL vs ARES
+34.3%
+415.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.8% | -5.2% | -4.2% |
| 7D | +8.5% | -7.7% | +16.1% | +20.6% |
| 30D | -13.0% | -8.7% | -4.2% | -2.4% |
| 3M | -35.9% | +2.8% | -38.8% | -40.6% |
| 6M | +112.1% | +23.1% | +89.0% | +46.2% |
| YTD | +175.4% | -17.3% | +192.7% | +239.5% |
| 1Y | +304.9% | -24.3% | +329.2% | +469.1% |
| All | +449.8% | +34.3% | +415.5% | +278.2% |
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 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