+87.4%
ARES vs PFGC
+135.8%
-48.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.0% | +0.2% | +2.1% |
| 7D | +5.0% | +10.8% | -5.9% | -0.9% |
| 30D | +19.1% | +17.8% | +1.3% | +8.8% |
| 3M | +3.1% | -2.7% | +5.8% | +3.9% |
| 6M | +12.9% | +20.0% | -7.2% | +0.5% |
| YTD | -10.7% | +24.3% | -34.9% | -23.6% |
| 1Y | -5.5% | +13.2% | -18.7% | -14.5% |
| 3Y | +45.0% | +85.9% | -40.9% | -2.9% |
| 5Y | +87.4% | +141.0% | -53.6% | +7.2% |
| All | +87.4% | +135.8% | -48.4% | +7.2% |
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