+102.6%
ARES vs PFGC
+110.5%
-7.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.1% |
| 7D | -0.3% | -2.4% | +2.1% | +0.9% |
| 30D | +1.3% | -15.8% | +17.1% | +10.2% |
| 3M | +10.4% | -0.6% | +11.0% | +9.5% |
| 6M | +29.0% | +10.7% | +18.3% | +20.1% |
| YTD | -12.2% | +7.6% | -19.8% | -18.3% |
| 1Y | -18.4% | -7.8% | -10.6% | -17.0% |
| 3Y | +43.2% | +63.7% | -20.5% | +4.9% |
| 5Y | +102.6% | +112.3% | -9.7% | +28.8% |
| All | +102.6% | +110.5% | -7.9% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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