+83.3%
QQQ vs ARES
+37.5%
+45.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.5% |
| 7D | +3.6% | +0.5% | +3.2% | +3.5% |
| 30D | -6.7% | +19.7% | -26.4% | -11.8% |
| 3M | -7.0% | -9.0% | +1.9% | -4.6% |
| 6M | -4.7% | +11.5% | -16.2% | -8.6% |
| YTD | +11.1% | -13.8% | +24.9% | +15.1% |
| 1Y | +12.3% | -5.6% | +17.9% | +12.0% |
| 3Y | +83.3% | +36.1% | +47.2% | +62.6% |
| All | +83.3% | +37.5% | +45.8% | +62.6% |
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