+144.9%
TE vs ARES
-22.9%
+167.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.8% | -3.9% | -5.3% |
| 7D | +0.9% | -7.7% | +8.6% | +5.1% |
| 30D | -16.3% | -8.7% | -7.6% | -12.4% |
| 3M | -40.8% | +2.8% | -43.6% | -41.7% |
| 6M | -42.6% | +23.1% | -65.7% | -47.5% |
| YTD | -31.4% | -17.3% | -14.2% | -26.1% |
| 1Y | +144.9% | -24.3% | +169.2% | +114.6% |
| All | +144.9% | -22.9% | +167.8% | +114.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling