+104.8%
ARES vs PODD
-51.7%
+156.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.4% |
| 7D | -1.7% | +1.6% | -3.3% | -2.1% |
| 30D | +0.3% | +10.7% | -10.4% | -2.7% |
| 3M | +8.5% | +0.7% | +7.7% | +6.6% |
| 6M | +23.5% | -39.3% | +62.8% | +40.9% |
| YTD | -11.2% | -48.1% | +36.9% | +6.5% |
| 1Y | -19.3% | -57.4% | +38.1% | +2.4% |
| 3Y | +48.7% | -23.3% | +71.9% | +50.8% |
| All | +104.8% | -51.7% | +156.6% | +142.5% |
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