-26.1%
ARES vs PNC
+25.1%
-51.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.4% |
| 7D | -6.1% | -0.6% | -5.5% | -5.7% |
| 30D | -7.5% | -4.4% | -3.1% | -4.5% |
| 3M | +0.1% | +5.2% | -5.1% | -4.1% |
| 6M | +30.3% | +20.6% | +9.6% | +11.8% |
| YTD | -16.6% | +19.8% | -36.4% | -29.1% |
| 1Y | -26.1% | +24.4% | -50.5% | -42.2% |
| All | -26.1% | +25.1% | -51.2% | -42.2% |
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 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