+97.0%
ARES vs SPXU
-85.9%
+182.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.5% | -2.3% |
| 7D | -2.7% | +1.3% | -3.9% | -1.9% |
| 30D | -2.4% | +5.1% | -7.5% | +0.4% |
| 3M | +3.9% | -9.1% | +13.0% | +0.4% |
| 6M | +26.4% | -29.6% | +56.0% | +9.2% |
| YTD | -14.9% | -27.7% | +12.8% | -24.3% |
| 1Y | -20.4% | -37.0% | +16.5% | -33.1% |
| 3Y | +38.8% | -80.2% | +119.0% | -22.1% |
| 5Y | +97.0% | -86.0% | +183.0% | +20.3% |
| All | +97.0% | -85.9% | +182.8% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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