+49.5%
TQQQ vs ARES
-23.8%
+73.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.2% |
| 7D | -1.9% | -6.1% | +4.2% | +1.3% |
| 30D | -4.9% | -7.5% | +2.7% | -1.0% |
| 3M | -6.4% | +0.1% | -6.5% | -6.4% |
| 6M | +44.4% | +30.3% | +14.1% | +28.0% |
| YTD | +35.2% | -16.6% | +51.8% | +45.6% |
| 1Y | +49.5% | -26.1% | +75.6% | +59.5% |
| All | +49.5% | -23.8% | +73.3% | +59.5% |
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