+206.9%
PWR vs ARES
+38.2%
+168.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -0.8% |
| 7D | +2.7% | -2.7% | +5.3% | +3.6% |
| 30D | -5.1% | -2.4% | -2.7% | -4.6% |
| 3M | -9.4% | +3.9% | -13.3% | -11.3% |
| 6M | +10.4% | +26.4% | -16.0% | -0.7% |
| YTD | +48.6% | -14.9% | +63.5% | +55.6% |
| 1Y | +68.0% | -20.4% | +88.4% | +80.5% |
| All | +206.9% | +38.2% | +168.7% | +157.6% |
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