+36.1%
ARES vs PTC
+29.1%
+7.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | +0.5% | +0.5% | 0.0% | +0.3% |
| 30D | +19.7% | +1.2% | +18.4% | +19.3% |
| 3M | -9.0% | +27.4% | -36.3% | -16.3% |
| 6M | +11.5% | +39.2% | -27.6% | -2.3% |
| YTD | -13.8% | +12.5% | -26.3% | -15.9% |
| 1Y | -5.6% | +12.3% | -17.9% | -8.0% |
| 3Y | +36.1% | +28.8% | +7.3% | +6.4% |
| All | +36.1% | +29.1% | +7.0% | +6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling