-21.7%
ARES vs PLTD
-76.4%
+54.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | -0.6% |
| 7D | +4.5% | +13.7% | -9.2% | +8.1% |
| 30D | +15.7% | +18.4% | -2.7% | +21.2% |
| 3M | -2.0% | -7.5% | +5.5% | -3.2% |
| 6M | +10.4% | -31.3% | +41.7% | +3.5% |
| YTD | -14.2% | -15.4% | +1.2% | -13.3% |
| 1Y | -7.8% | -18.4% | +10.7% | -7.3% |
| All | -21.7% | -76.4% | +54.8% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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