+88.2%
ARES vs PEG
+40.7%
+47.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.8% |
| 7D | +0.8% | +1.5% | -0.7% | 0.0% |
| 30D | +16.7% | +5.0% | +11.7% | +13.8% |
| 3M | -2.6% | -0.3% | -2.3% | -2.5% |
| 6M | +13.0% | -2.7% | +15.6% | +14.0% |
| YTD | -11.7% | -5.1% | -6.7% | -10.6% |
| 1Y | -6.7% | -8.3% | +1.6% | -3.5% |
| 3Y | +40.5% | +33.0% | +7.5% | +14.9% |
| 5Y | +88.2% | +41.3% | +46.9% | +51.5% |
| All | +88.2% | +40.7% | +47.6% | +51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling