+1,127.5%
ARES vs PNC
+307.5%
+820.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.4% | +0.7% |
| 7D | +0.5% | +3.1% | -2.6% | -1.2% |
| 30D | +19.7% | +7.6% | +12.0% | +14.9% |
| 3M | -9.0% | -8.1% | -0.8% | -4.4% |
| 6M | +11.5% | +12.6% | -1.1% | +4.3% |
| YTD | -13.8% | +15.0% | -28.8% | -20.5% |
| 1Y | -5.6% | +30.4% | -36.0% | -18.9% |
| 3Y | +36.1% | +116.1% | -80.0% | -10.9% |
| 5Y | +82.7% | +37.5% | +45.2% | +50.2% |
| 10Y | +1,101.7% | +205.1% | +896.6% | +528.2% |
| All | +1,127.5% | +307.5% | +820.0% | +501.2% |
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 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