+147.8%
SW vs ARES
+1,062.4%
-914.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.2% | +1.5% |
| 7D | -5.1% | -1.7% | -3.4% | -4.7% |
| 30D | -4.6% | +0.3% | -4.9% | -4.7% |
| 3M | +9.4% | +8.5% | +0.9% | +7.1% |
| 6M | +3.5% | +23.5% | -20.0% | -2.2% |
| YTD | +22.0% | -11.2% | +33.3% | +24.1% |
| 1Y | +2.2% | -19.3% | +21.5% | +5.9% |
| 3Y | +19.6% | +48.7% | -29.1% | +9.0% |
| 5Y | -2.3% | +106.5% | -108.9% | -17.8% |
| All | +147.8% | +1,062.4% | -914.6% | +74.6% |
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