-20.4%
ARES vs PLTU
-25.0%
+4.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -3.0% |
| 7D | -2.7% | -0.8% | -1.9% | -2.7% |
| 30D | -2.4% | -8.8% | +6.4% | -1.9% |
| 3M | +3.9% | +41.7% | -37.7% | -0.9% |
| 6M | +26.4% | -9.3% | +35.7% | +23.2% |
| YTD | -14.9% | -35.2% | +20.4% | -16.5% |
| 1Y | -20.4% | -29.5% | +9.1% | -21.8% |
| All | -20.4% | -25.0% | +4.6% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 1y: compounded portfolio wealth divided by compounded PLTU 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…
1y analysis · Full analysis span regression · 6 months rolling