+196.7%
PH vs ARES
+83.4%
+113.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | +2.0% | +4.5% | -2.6% | 0.0% |
| 30D | -3.7% | +15.7% | -19.4% | -9.6% |
| 3M | -14.0% | -2.0% | -12.0% | -14.0% |
| 6M | +2.1% | +10.4% | -8.3% | -3.7% |
| YTD | +5.1% | -14.2% | +19.3% | +8.7% |
| 1Y | +10.9% | -7.8% | +18.7% | +10.2% |
| 3Y | +132.9% | +41.4% | +91.6% | +84.9% |
| All | +196.7% | +83.4% | +113.3% | +104.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling