+1,685.4%
PWR vs ARES
+1,145.6%
+539.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +0.9% |
| 7D | +19.1% | -0.3% | +19.4% | +19.3% |
| 30D | -12.0% | +15.3% | -27.3% | -17.0% |
| 3M | -10.6% | -5.4% | -5.2% | -9.6% |
| 6M | -20.8% | +10.0% | -30.8% | -25.0% |
| YTD | +43.7% | -14.7% | +58.4% | +46.7% |
| 1Y | +35.0% | -9.7% | +44.7% | +34.4% |
| 3Y | +249.4% | +35.8% | +213.6% | +192.6% |
| 5Y | +422.1% | +80.9% | +341.2% | +280.0% |
| 10Y | +1,868.4% | +1,089.9% | +778.6% | +735.1% |
| All | +1,685.4% | +1,145.6% | +539.8% | +621.9% |
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