+167.4%
PANW vs ARES
+34.3%
+133.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +2.1% |
| 7D | +2.0% | -7.7% | +9.7% | +5.2% |
| 30D | -11.8% | -8.7% | -3.1% | -8.6% |
| 3M | +28.6% | +2.8% | +25.8% | +26.8% |
| 6M | +104.4% | +23.1% | +81.4% | +86.7% |
| YTD | +83.8% | -17.3% | +101.0% | +95.3% |
| 1Y | +71.5% | -24.3% | +95.8% | +88.4% |
| All | +167.4% | +34.3% | +133.1% | +106.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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