+1,089.9%
ARES vs TD
+300.1%
+789.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.0% |
| 7D | -0.3% | +0.6% | -0.9% | -0.7% |
| 30D | +15.3% | +5.0% | +10.3% | +11.2% |
| 3M | -5.4% | +1.1% | -6.5% | -6.3% |
| 6M | +10.0% | +16.5% | -6.4% | -2.2% |
| YTD | -14.7% | +34.3% | -48.9% | -32.0% |
| 1Y | -9.7% | +52.9% | -62.6% | -34.8% |
| 3Y | +35.8% | +132.2% | -96.4% | -29.5% |
| 5Y | +80.9% | +101.9% | -21.0% | +5.2% |
| All | +1,089.9% | +300.1% | +789.7% | +370.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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