+1,153.1%
ARES vs PFGC
+485.3%
+667.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | +0.8% | +1.5% | -0.7% | +0.4% |
| 30D | +16.7% | +17.4% | -0.7% | +12.1% |
| 3M | -2.6% | -2.4% | -0.2% | -2.3% |
| 6M | +13.0% | +18.2% | -5.3% | +7.8% |
| YTD | -11.7% | +23.7% | -35.4% | -17.2% |
| 1Y | -6.7% | +15.0% | -21.6% | -10.9% |
| 3Y | +40.5% | +82.3% | -41.8% | +20.9% |
| 5Y | +88.2% | +131.9% | -43.7% | +53.7% |
| 10Y | +1,131.0% | +353.0% | +778.0% | +860.3% |
| All | +1,153.1% | +485.3% | +667.8% | +883.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling