+1,164.6%
ARES vs PODD
+287.4%
+877.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.5% |
| 7D | -1.7% | +1.6% | -3.3% | -2.0% |
| 30D | +0.3% | +10.7% | -10.4% | -1.9% |
| 3M | +8.5% | +0.7% | +7.7% | +7.3% |
| 6M | +23.5% | -39.3% | +62.8% | +35.2% |
| YTD | -11.2% | -48.1% | +36.9% | +0.5% |
| 1Y | -19.3% | -57.4% | +38.1% | -5.1% |
| 3Y | +48.7% | -23.3% | +71.9% | +51.1% |
| 5Y | +106.5% | -51.3% | +157.8% | +124.8% |
| 10Y | +1,055.3% | +242.0% | +813.3% | +897.5% |
| All | +1,164.6% | +287.4% | +877.2% | +953.5% |
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 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