+1,673.2%
PWR vs ARES
+1,157.9%
+515.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.0% |
| 7D | +11.3% | +0.5% | +10.8% | +11.2% |
| 30D | -8.9% | +19.7% | -28.5% | -15.2% |
| 3M | -10.5% | -9.0% | -1.5% | -8.1% |
| 6M | -22.2% | +11.5% | -33.7% | -26.6% |
| YTD | +42.7% | -13.8% | +56.6% | +45.2% |
| 1Y | +41.1% | -5.6% | +46.7% | +38.0% |
| 3Y | +242.7% | +36.1% | +206.6% | +186.8% |
| 5Y | +418.5% | +82.7% | +335.9% | +276.0% |
| 10Y | +1,855.0% | +1,101.7% | +753.3% | +726.4% |
| All | +1,673.2% | +1,157.9% | +515.3% | +614.4% |
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