+983.2%
ARES vs PSA
+101.3%
+881.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.7% | -2.1% |
| 7D | -2.7% | -2.2% | -0.4% | -1.7% |
| 30D | -2.4% | -9.6% | +7.2% | +2.0% |
| 3M | +3.9% | -7.9% | +11.8% | +7.6% |
| 6M | +26.4% | -2.0% | +28.4% | +27.0% |
| YTD | -14.9% | +15.7% | -30.6% | -20.5% |
| 1Y | -20.4% | +5.8% | -26.2% | -22.9% |
| 3Y | +38.8% | +21.6% | +17.2% | +22.7% |
| 5Y | +97.0% | +13.1% | +83.8% | +79.1% |
| All | +983.2% | +101.3% | +881.9% | +677.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling