+293.8%
TRV vs ARES
+971.5%
-677.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +1.1% |
| 7D | -1.5% | -7.7% | +6.2% | +0.2% |
| 30D | -1.8% | -8.7% | +6.9% | 0.0% |
| 3M | +21.6% | +2.8% | +18.7% | +20.2% |
| 6M | +22.5% | +23.1% | -0.6% | +15.6% |
| YTD | +28.1% | -17.3% | +45.4% | +31.3% |
| 1Y | +37.0% | -24.3% | +61.3% | +42.8% |
| 3Y | +141.9% | +34.9% | +107.0% | +111.7% |
| 5Y | +158.5% | +93.5% | +65.0% | +97.7% |
| All | +293.8% | +971.5% | -677.7% | +98.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling