+363.8%
PSX vs ARES
+105.3%
+258.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.9% |
| 7D | +2.8% | -0.3% | +3.2% | +2.9% |
| 30D | +27.8% | +1.3% | +26.5% | +27.2% |
| 3M | +42.0% | +10.4% | +31.7% | +37.6% |
| 6M | +58.1% | +29.0% | +29.1% | +45.3% |
| YTD | +105.0% | -12.2% | +117.2% | +109.8% |
| 1Y | +104.9% | -18.4% | +123.4% | +113.1% |
| 3Y | +134.1% | +43.2% | +90.9% | +102.2% |
| 5Y | +363.8% | +102.6% | +261.2% | +251.3% |
| All | +363.8% | +105.3% | +258.5% | +251.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling