+480.5%
TRV vs ARES
+1,145.6%
-665.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.3% | +1.6% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | +8.0% | +15.3% | -7.3% | +5.0% |
| 3M | +9.3% | -5.4% | +14.7% | +10.2% |
| 6M | +36.2% | +10.0% | +26.2% | +32.6% |
| YTD | +40.6% | -14.7% | +55.2% | +42.6% |
| 1Y | +43.1% | -9.7% | +52.7% | +43.1% |
| 3Y | +149.6% | +35.8% | +113.8% | +122.2% |
| 5Y | +181.6% | +80.9% | +100.8% | +127.7% |
| 10Y | +352.5% | +1,089.9% | -737.4% | +154.2% |
| All | +480.5% | +1,145.6% | -665.1% | +217.1% |
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 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