+19.4%
SYY vs ARES
+97.0%
-77.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.1% | +5.2% | +2.7% |
| 7D | -0.2% | -2.7% | +2.4% | +0.2% |
| 30D | -2.7% | -2.4% | -0.4% | -2.5% |
| 3M | +5.9% | +3.9% | +2.0% | +4.8% |
| 6M | -2.3% | +26.4% | -28.7% | -7.2% |
| YTD | +13.1% | -14.9% | +28.0% | +15.3% |
| 1Y | +3.8% | -20.4% | +24.2% | +6.9% |
| 3Y | +26.7% | +38.8% | -12.1% | +8.1% |
| 5Y | +19.4% | +97.0% | -77.6% | -14.7% |
| All | +19.4% | +97.0% | -77.6% | -14.7% |
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 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