+103.0%
PSX vs ARES
-20.5%
+123.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +0.6% |
| 7D | +1.8% | -2.7% | +4.5% | +1.8% |
| 30D | +21.6% | -2.4% | +24.0% | +21.6% |
| 3M | +46.5% | +3.9% | +42.5% | +46.9% |
| 6M | +62.0% | +26.4% | +35.6% | +61.5% |
| YTD | +106.3% | -14.9% | +121.2% | +112.8% |
| 1Y | +103.0% | -20.4% | +123.4% | +99.4% |
| All | +103.0% | -20.5% | +123.5% | +99.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling