+5,928.9%
TQQQ vs ARES
+1,181.8%
+4,747.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.8% |
| 7D | +4.4% | -0.3% | +4.7% | +4.7% |
| 30D | -3.1% | +1.3% | -4.4% | -4.7% |
| 3M | -5.2% | +10.4% | -15.5% | -15.2% |
| 6M | +52.4% | +29.0% | +23.4% | +14.3% |
| YTD | +37.4% | -12.2% | +49.6% | +46.2% |
| 1Y | +56.0% | -18.4% | +74.4% | +75.8% |
| 3Y | +268.7% | +43.2% | +225.5% | +147.0% |
| 5Y | +101.2% | +102.6% | -1.3% | +8.8% |
| 10Y | +2,840.4% | +1,029.6% | +1,810.8% | +497.0% |
| All | +5,928.9% | +1,181.8% | +4,747.0% | +1,001.4% |
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