+311.3%
PAYX vs ARES
+1,142.5%
-831.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.0% |
| 7D | -7.5% | -2.7% | -4.8% | -6.7% |
| 30D | -5.3% | -2.4% | -2.9% | -4.6% |
| 3M | +15.6% | +3.9% | +11.7% | +13.8% |
| 6M | +19.5% | +26.4% | -6.9% | +10.0% |
| YTD | +5.8% | -14.9% | +20.7% | +8.9% |
| 1Y | -10.9% | -20.4% | +9.5% | -6.8% |
| 3Y | +5.4% | +38.8% | -33.4% | -11.1% |
| 5Y | +20.4% | +97.0% | -76.6% | -12.2% |
| 10Y | +164.1% | +999.8% | -835.7% | +28.6% |
| All | +311.3% | +1,142.5% | -831.2% | +93.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling