+99.6%
TQQQ vs ARES
+90.2%
+9.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -0.1% |
| 7D | -3.9% | -7.7% | +3.8% | +5.2% |
| 30D | -5.3% | -8.7% | +3.5% | +4.8% |
| 3M | +0.1% | +2.8% | -2.7% | -5.2% |
| 6M | +40.7% | +23.1% | +17.6% | +4.0% |
| YTD | +31.8% | -17.3% | +49.1% | +52.0% |
| 1Y | +48.2% | -24.3% | +72.5% | +87.2% |
| 3Y | +253.6% | +34.9% | +218.7% | +94.6% |
| 5Y | +99.6% | +93.5% | +6.1% | -33.1% |
| All | +99.6% | +90.2% | +9.4% | -33.1% |
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