+386.6%
PSX vs ARES
+1,006.5%
-619.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +1.6% |
| 7D | +1.8% | -2.7% | +4.5% | +2.6% |
| 30D | +21.6% | -2.4% | +24.0% | +22.3% |
| 3M | +46.5% | +3.9% | +42.5% | +43.4% |
| 6M | +62.0% | +26.4% | +35.6% | +47.0% |
| YTD | +106.3% | -14.9% | +121.2% | +111.7% |
| 1Y | +103.0% | -20.4% | +123.4% | +111.4% |
| 3Y | +135.5% | +38.8% | +96.8% | +97.7% |
| 5Y | +368.5% | +97.0% | +271.5% | +233.6% |
| 10Y | +386.6% | +999.8% | -613.2% | +112.8% |
| All | +386.6% | +1,006.5% | -619.9% | +112.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling