+43.2%
ARES vs PEG
+34.5%
+8.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.4% |
| 7D | -0.3% | +1.0% | -1.4% | -0.8% |
| 30D | +1.3% | -1.9% | +3.2% | +2.0% |
| 3M | +10.4% | -3.7% | +14.0% | +11.7% |
| 6M | +29.0% | -9.4% | +38.4% | +33.8% |
| YTD | -12.2% | -6.0% | -6.2% | -11.1% |
| 1Y | -18.4% | -4.4% | -14.1% | -18.4% |
| 3Y | +43.2% | +33.5% | +9.7% | +33.8% |
| All | +43.2% | +34.5% | +8.7% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling