+97.0%
ARES vs PTEN
+94.7%
+2.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.2% | -3.5% |
| 7D | -2.7% | -1.7% | -1.0% | -2.4% |
| 30D | -2.4% | +18.6% | -21.0% | -6.1% |
| 3M | +3.9% | +12.5% | -8.5% | +0.2% |
| 6M | +26.4% | +41.9% | -15.5% | +13.9% |
| YTD | -14.9% | +117.8% | -132.7% | -31.3% |
| 1Y | -20.4% | +145.3% | -165.7% | -38.2% |
| 3Y | +38.8% | -2.8% | +41.6% | +27.0% |
| 5Y | +97.0% | +93.4% | +3.6% | +66.4% |
| All | +97.0% | +94.7% | +2.3% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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