+92.3%
SYF vs ARES
+105.3%
-12.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.0% |
| 7D | +2.6% | -0.3% | +2.9% | +2.8% |
| 30D | 0.0% | +1.3% | -1.3% | -1.0% |
| 3M | +11.9% | +10.4% | +1.6% | +4.9% |
| 6M | +18.9% | +29.0% | -10.1% | +0.7% |
| YTD | -4.6% | -12.2% | +7.6% | -0.4% |
| 1Y | +6.4% | -18.4% | +24.8% | +15.1% |
| 3Y | +167.2% | +43.2% | +124.0% | +105.4% |
| 5Y | +92.3% | +102.6% | -10.2% | +15.6% |
| All | +92.3% | +105.3% | -12.9% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling