-6.9%
ARES vs PNC
+32.8%
-39.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.8% | +4.4% | +4.8% |
| 7D | +10.5% | +2.3% | +8.2% | +8.7% |
| 30D | +16.8% | +7.0% | +9.9% | +11.2% |
| 3M | -3.2% | -7.3% | +4.1% | +2.1% |
| 6M | +16.4% | +8.9% | +7.5% | +8.0% |
| YTD | -12.4% | +15.5% | -27.9% | -24.5% |
| 1Y | -6.9% | +31.8% | -38.7% | -29.4% |
| All | -6.9% | +32.8% | -39.6% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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