+23.2%
SYY vs ARES
+36.2%
-13.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.7% |
| 7D | +1.3% | -0.3% | +1.7% | +1.3% |
| 30D | -3.5% | +15.3% | -18.8% | -4.1% |
| 3M | -9.3% | -5.4% | -4.0% | -9.2% |
| 6M | +5.9% | +10.0% | -4.1% | +5.2% |
| YTD | +6.5% | -14.7% | +21.1% | +7.4% |
| 1Y | +4.0% | -9.7% | +13.7% | +4.4% |
| All | +23.2% | +36.2% | -13.0% | +25.3% |
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