+88.3%
ARES vs PSA
+29.1%
+59.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | +0.2% |
| 7D | +8.1% | +0.8% | +7.4% | +7.8% |
| 30D | +18.9% | +15.9% | +3.0% | +11.5% |
| 3M | +2.3% | +4.2% | -1.9% | +0.5% |
| 6M | +12.7% | +10.1% | +2.6% | +7.9% |
| YTD | -10.8% | +33.3% | -44.1% | -21.7% |
| 1Y | -5.3% | +28.2% | -33.6% | -15.6% |
| 3Y | +42.0% | +54.9% | -12.8% | +9.0% |
| 5Y | +88.3% | +28.3% | +59.9% | +60.8% |
| All | +88.3% | +29.1% | +59.1% | +60.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling