+351.6%
PLD vs ARES
+1,152.0%
-800.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -0.8% | +4.5% | -5.3% | -2.2% |
| 30D | -0.3% | +15.7% | -16.0% | -4.7% |
| 3M | -8.0% | -2.0% | -6.0% | -7.8% |
| 6M | -9.8% | +10.4% | -20.2% | -13.4% |
| YTD | +1.8% | -14.2% | +16.0% | +4.0% |
| 1Y | +5.6% | -7.8% | +13.4% | +5.1% |
| 3Y | +33.3% | +41.4% | -8.1% | +11.9% |
| 5Y | +0.3% | +83.7% | -83.4% | -24.7% |
| 10Y | +241.6% | +1,204.1% | -962.5% | +67.3% |
| All | +351.6% | +1,152.0% | -800.5% | +116.9% |
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 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