+51.8%
TEL vs ARES
+97.0%
-45.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +1.1% |
| 7D | +1.2% | -2.7% | +3.9% | +2.3% |
| 30D | -4.1% | -2.4% | -1.7% | -3.4% |
| 3M | -2.6% | +3.9% | -6.5% | -4.6% |
| 6M | 0.0% | +26.4% | -26.4% | -10.5% |
| YTD | -9.1% | -14.9% | +5.8% | -5.0% |
| 1Y | -0.8% | -20.4% | +19.6% | +6.0% |
| 3Y | +67.4% | +38.8% | +28.6% | +32.7% |
| 5Y | +51.8% | +97.0% | -45.2% | -2.8% |
| All | +51.8% | +97.0% | -45.2% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling