+1,267.4%
ARES vs PTC
+326.2%
+941.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +4.0% |
| 7D | +5.0% | +0.8% | +4.2% | +4.7% |
| 30D | +19.1% | +0.7% | +18.3% | +18.7% |
| 3M | +3.1% | +32.6% | -29.5% | -11.1% |
| 6M | +12.9% | +33.6% | -20.7% | -4.4% |
| YTD | -10.7% | +12.4% | -23.1% | -18.3% |
| 1Y | -5.5% | +11.2% | -16.8% | -13.3% |
| 3Y | +45.0% | +31.7% | +13.3% | +20.7% |
| 5Y | +87.4% | +60.1% | +27.3% | +42.2% |
| 10Y | +1,267.4% | +317.2% | +950.2% | +622.6% |
| All | +1,267.4% | +326.2% | +941.2% | +622.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling