+234.3%
PLD vs ARES
+1,044.0%
-809.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.4% |
| 7D | -2.4% | -1.7% | -0.7% | -1.9% |
| 30D | -2.4% | +0.3% | -2.7% | -2.7% |
| 3M | -3.8% | +8.5% | -12.3% | -7.0% |
| 6M | 0.0% | +23.5% | -23.5% | -8.2% |
| YTD | +9.2% | -11.2% | +20.5% | +10.9% |
| 1Y | +25.9% | -19.3% | +45.2% | +31.4% |
| 3Y | +21.3% | +48.7% | -27.4% | -2.2% |
| 5Y | +14.1% | +106.5% | -92.4% | -21.0% |
| All | +234.3% | +1,044.0% | -809.7% | +54.1% |
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