+961.2%
ARES vs PNC
+279.5%
+681.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.5% |
| 7D | -6.1% | -0.6% | -5.5% | -5.8% |
| 30D | -7.5% | -4.4% | -3.1% | -5.1% |
| 3M | +0.1% | +5.2% | -5.1% | -3.1% |
| 6M | +30.3% | +20.6% | +9.6% | +16.3% |
| YTD | -16.6% | +19.8% | -36.4% | -25.3% |
| 1Y | -26.1% | +24.4% | -50.5% | -35.3% |
| 3Y | +36.4% | +131.2% | -94.8% | -16.1% |
| 5Y | +95.0% | +53.1% | +41.9% | +49.4% |
| All | +961.2% | +279.5% | +681.7% | +436.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling