+893.7%
TT vs ARES
+1,045.9%
-152.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.1% |
| 7D | +1.6% | -0.3% | +1.9% | +1.7% |
| 30D | -7.3% | +1.3% | -8.6% | -7.9% |
| 3M | -2.6% | +10.4% | -12.9% | -6.4% |
| 6M | +5.9% | +29.0% | -23.1% | -4.5% |
| YTD | +15.4% | -12.2% | +27.6% | +17.7% |
| 1Y | +8.2% | -18.4% | +26.7% | +12.6% |
| 3Y | +122.7% | +43.2% | +79.5% | +83.8% |
| 5Y | +145.0% | +102.6% | +42.4% | +72.5% |
| 10Y | +893.7% | +1,029.6% | -135.9% | +342.1% |
| All | +893.7% | +1,045.9% | -152.1% | +342.1% |
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 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