+168.9%
SU vs ARES
+1,142.5%
-973.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.7% | +2.5% |
| 7D | +1.6% | -2.7% | +4.2% | +2.3% |
| 30D | +10.7% | -2.4% | +13.1% | +11.2% |
| 3M | +13.5% | +3.9% | +9.6% | +11.5% |
| 6M | +21.8% | +26.4% | -4.6% | +12.0% |
| YTD | +58.8% | -14.9% | +73.7% | +62.2% |
| 1Y | +72.0% | -20.4% | +92.4% | +78.1% |
| 3Y | +121.7% | +38.8% | +82.9% | +87.0% |
| 5Y | +350.4% | +97.0% | +253.4% | +229.8% |
| 10Y | +264.7% | +999.8% | -735.1% | +76.8% |
| All | +168.9% | +1,142.5% | -973.6% | +21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling