+802.8%
TEAM vs ARES
+1,476.9%
-674.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.7% | -2.2% |
| 7D | -0.4% | -1.7% | +1.2% | +0.4% |
| 30D | +67.3% | +0.3% | +67.0% | +67.1% |
| 3M | +86.8% | +8.5% | +78.3% | +78.4% |
| 6M | +146.8% | +23.5% | +123.3% | +120.0% |
| YTD | +16.9% | -11.2% | +28.1% | +20.9% |
| 1Y | +12.8% | -19.3% | +32.1% | +21.4% |
| 3Y | -7.3% | +48.7% | -55.9% | -26.8% |
| 5Y | -50.7% | +106.5% | -157.2% | -66.2% |
| 10Y | +529.8% | +1,055.3% | -525.5% | +174.0% |
| All | +802.8% | +1,476.9% | -674.1% | +290.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling