+1,157.4%
ARES vs PODD
+294.1%
+863.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.4% |
| 7D | +0.8% | -9.1% | +9.8% | +2.8% |
| 30D | +16.7% | +7.3% | +9.4% | +15.0% |
| 3M | -2.6% | +3.7% | -6.3% | -3.4% |
| 6M | +13.0% | -2.7% | +15.6% | +12.4% |
| YTD | -11.7% | -47.2% | +35.5% | -0.4% |
| 1Y | -6.7% | -54.0% | +47.3% | +8.1% |
| 3Y | +40.5% | -3.3% | +43.8% | +37.1% |
| 5Y | +88.2% | -52.3% | +140.5% | +105.3% |
| 10Y | +1,131.0% | +322.4% | +808.6% | +945.9% |
| All | +1,157.4% | +294.1% | +863.3% | +943.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling