+1,127.5%
ARES vs PTEN
-56.1%
+1,183.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.8% | +0.5% |
| 7D | +0.5% | +10.6% | -10.1% | -1.2% |
| 30D | +19.7% | -4.9% | +24.6% | +19.9% |
| 3M | -9.0% | +1.4% | -10.4% | -10.1% |
| 6M | +11.5% | -7.0% | +18.6% | +10.8% |
| YTD | -13.8% | +84.8% | -98.6% | -24.8% |
| 1Y | -5.6% | +95.7% | -101.3% | -18.5% |
| 3Y | +36.1% | +2.0% | +34.1% | +27.6% |
| 5Y | +82.7% | +48.0% | +34.7% | +57.0% |
| 10Y | +1,101.7% | -38.3% | +1,140.0% | +841.2% |
| All | +1,127.5% | -56.1% | +1,183.5% | +894.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling