-66.3%
TE vs ARES
+9.6%
-75.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -3.3% | -4.2% | -5.4% |
| 7D | -13.6% | -0.3% | -13.3% | -13.4% |
| 30D | -37.7% | +15.3% | -52.9% | -44.0% |
| 3M | -59.8% | -5.4% | -54.4% | -58.6% |
| 6M | -66.3% | +10.0% | -76.3% | -68.7% |
| All | -66.3% | +9.6% | -75.9% | -68.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling