+88.3%
ARES vs PODD
-53.5%
+141.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | +0.2% |
| 7D | +8.1% | -4.4% | +12.5% | +9.5% |
| 30D | +18.9% | +9.4% | +9.5% | +15.8% |
| 3M | +2.3% | +3.6% | -1.3% | +1.2% |
| 6M | +12.7% | -4.0% | +16.7% | +12.1% |
| YTD | -10.8% | -47.9% | +37.2% | +6.6% |
| 1Y | -5.3% | -53.8% | +48.5% | +16.9% |
| 3Y | +42.0% | -4.5% | +46.6% | +34.3% |
| 5Y | +88.3% | -51.9% | +140.2% | +118.2% |
| All | +88.3% | -53.5% | +141.8% | +118.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 5y: compounded portfolio wealth divided by compounded PODD 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…
5y analysis · Full analysis span regression · 6 months rolling