+1,164.6%
ARES vs PAYC
+1,417.2%
-252.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.7% | 0.0% |
| 7D | -1.7% | -2.9% | +1.2% | -0.9% |
| 30D | +0.3% | +32.8% | -32.5% | -7.7% |
| 3M | +8.5% | +69.3% | -60.8% | -6.9% |
| 6M | +23.5% | +74.0% | -50.5% | +4.5% |
| YTD | -11.2% | +46.4% | -57.6% | -21.4% |
| 1Y | -19.3% | +4.2% | -23.5% | -22.0% |
| 3Y | +48.7% | -19.7% | +68.4% | +46.4% |
| 5Y | +106.5% | -52.0% | +158.6% | +126.2% |
| 10Y | +1,055.3% | +356.9% | +698.4% | +806.5% |
| All | +1,164.6% | +1,417.2% | -252.5% | +857.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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