+111.5%
SYY vs ARES
+971.5%
-860.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.7% | +1.6% |
| 7D | +1.5% | -7.7% | +9.2% | +3.5% |
| 30D | -2.3% | -8.7% | +6.4% | -0.3% |
| 3M | +5.5% | +2.8% | +2.7% | +4.0% |
| 6M | -1.0% | +23.1% | -24.0% | -7.6% |
| YTD | +14.1% | -17.3% | +31.4% | +17.3% |
| 1Y | +5.6% | -24.3% | +29.9% | +10.5% |
| 3Y | +27.9% | +34.9% | -7.0% | +7.3% |
| 5Y | +22.7% | +93.5% | -70.8% | -12.3% |
| All | +111.5% | +971.5% | -860.0% | +7.1% |
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