+1,101.7%
ARES vs PEG
+171.2%
+930.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.5% | +0.2% |
| 7D | +0.5% | +4.5% | -4.0% | -1.8% |
| 30D | +19.7% | +7.5% | +12.1% | +15.4% |
| 3M | -9.0% | +0.8% | -9.8% | -9.4% |
| 6M | +11.5% | 0.0% | +11.5% | +11.1% |
| YTD | -13.8% | -3.0% | -10.8% | -13.5% |
| 1Y | -5.6% | -4.7% | -0.8% | -4.4% |
| 3Y | +36.1% | +36.5% | -0.4% | +13.0% |
| 5Y | +82.7% | +44.4% | +38.3% | +46.6% |
| All | +1,101.7% | +171.2% | +930.4% | +716.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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