+706.7%
PH vs ARES
+1,271.9%
-565.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.2% | 0.0% | +2.4% |
| 7D | +3.0% | +5.0% | -1.9% | +0.6% |
| 30D | -0.6% | +19.1% | -19.7% | -8.7% |
| 3M | -10.7% | +3.1% | -13.8% | -12.8% |
| 6M | +9.1% | +12.9% | -3.8% | +1.0% |
| YTD | +9.5% | -10.7% | +20.2% | +10.3% |
| 1Y | +14.0% | -5.5% | +19.6% | +11.2% |
| 3Y | +138.9% | +45.0% | +93.9% | +83.2% |
| 5Y | +209.1% | +87.4% | +121.8% | +100.0% |
| All | +706.7% | +1,271.9% | -565.2% | +162.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling