+1,150.8%
ARES vs PNC
+322.3%
+828.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.5% |
| 7D | -0.3% | +2.3% | -2.6% | -1.6% |
| 30D | +1.3% | -3.8% | +5.1% | +3.5% |
| 3M | +10.4% | +7.8% | +2.6% | +5.5% |
| 6M | +29.0% | +19.7% | +9.3% | +16.3% |
| YTD | -12.2% | +19.1% | -31.3% | -20.7% |
| 1Y | -18.4% | +23.1% | -41.6% | -27.7% |
| 3Y | +43.2% | +132.1% | -89.0% | -10.3% |
| 5Y | +102.6% | +52.2% | +50.4% | +57.6% |
| 10Y | +1,029.6% | +271.4% | +758.2% | +446.1% |
| All | +1,150.8% | +322.3% | +828.6% | +499.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling