+1,164.6%
ARES vs PTEN
-50.3%
+1,214.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | +0.1% | -0.8% |
| 7D | -1.7% | +0.7% | -2.4% | -1.8% |
| 30D | +0.3% | +31.2% | -31.0% | -4.5% |
| 3M | +8.5% | +2.0% | +6.4% | +7.1% |
| 6M | +23.5% | +42.4% | -18.9% | +14.1% |
| YTD | -11.2% | +109.2% | -120.4% | -23.5% |
| 1Y | -19.3% | +122.3% | -141.6% | -31.5% |
| 3Y | +48.7% | -5.6% | +54.2% | +41.6% |
| 5Y | +106.5% | +86.5% | +20.0% | +71.9% |
| 10Y | +1,055.3% | -22.1% | +1,077.5% | +784.0% |
| All | +1,164.6% | -50.3% | +1,214.9% | +911.4% |
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 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