+21.7%
TE vs ARES
+40.9%
-19.1%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.1% | +4.0% | +3.7% |
| 7D | -22.0% | +0.8% | -22.7% | -22.3% |
| 30D | -33.6% | +16.7% | -50.4% | -41.4% |
| 3M | -61.1% | -2.6% | -58.4% | -60.6% |
| 6M | -64.7% | +13.0% | -77.7% | -68.2% |
| YTD | -68.1% | -11.7% | -56.4% | -66.1% |
| 1Y | -51.7% | -6.7% | -45.0% | -50.5% |
| All | +21.7% | +40.9% | -19.1% | +7.9% |
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