-6.9%
ARES vs PSA
+28.0%
-34.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.8% | +3.3% | +4.8% |
| 7D | +10.5% | +10.5% | 0.0% | +5.6% |
| 30D | +16.8% | +21.7% | -4.9% | +7.2% |
| 3M | -3.2% | +6.1% | -9.3% | -6.4% |
| 6M | +16.4% | +18.3% | -1.9% | +8.3% |
| YTD | -12.4% | +36.1% | -48.4% | -21.3% |
| 1Y | -6.9% | +29.3% | -36.2% | -15.5% |
| All | -6.9% | +28.0% | -34.9% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 1y: compounded portfolio wealth divided by compounded PSA 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…
1y analysis · Full analysis span regression · 6 months rolling