+1.6%
PG vs ARES
+35.4%
-33.8%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.6% |
| 7D | -0.8% | -6.1% | +5.3% | -0.9% |
| 30D | +0.8% | -7.5% | +8.3% | +0.7% |
| 3M | -1.3% | +0.1% | -1.4% | -1.3% |
| 6M | -3.8% | +30.3% | -34.1% | -2.9% |
| YTD | +3.6% | -16.6% | +20.2% | +3.2% |
| 1Y | -5.7% | -26.1% | +20.4% | -6.3% |
| 3Y | +1.6% | +36.4% | -34.8% | +1.9% |
| All | +1.6% | +35.4% | -33.8% | +1.9% |
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