+1,168.5%
ARES vs PFGC
+488.3%
+680.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.0% | +0.2% | +3.2% |
| 7D | +5.0% | +10.8% | -5.9% | +2.3% |
| 30D | +19.1% | +17.8% | +1.3% | +14.3% |
| 3M | +3.1% | -2.7% | +5.8% | +3.5% |
| 6M | +12.9% | +20.0% | -7.2% | +7.3% |
| YTD | -10.7% | +24.3% | -34.9% | -16.3% |
| 1Y | -5.5% | +13.2% | -18.7% | -9.4% |
| 3Y | +45.0% | +85.9% | -40.9% | +24.2% |
| 5Y | +87.4% | +141.0% | -53.6% | +52.0% |
| 10Y | +1,267.4% | +370.6% | +896.8% | +965.0% |
| All | +1,168.5% | +488.3% | +680.2% | +894.4% |
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