-26.1%
ARES vs TNA
+52.8%
-78.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.3% |
| 7D | -6.1% | -7.3% | +1.2% | -3.2% |
| 30D | -7.5% | -14.2% | +6.6% | -1.8% |
| 3M | +0.1% | -4.6% | +4.7% | +1.4% |
| 6M | +30.3% | +36.9% | -6.7% | +13.2% |
| YTD | -16.6% | +42.5% | -59.2% | -28.2% |
| 1Y | -26.1% | +45.8% | -71.9% | -37.6% |
| All | -26.1% | +52.8% | -78.9% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 1y: compounded portfolio wealth divided by compounded TNA 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…
1y analysis · Full analysis span regression · 6 months rolling