+1,150.8%
ARES vs SPXU
-99.8%
+1,250.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -0.4% |
| 7D | -0.3% | -1.5% | +1.1% | -0.9% |
| 30D | +1.3% | +3.7% | -2.4% | +3.0% |
| 3M | +10.4% | -9.6% | +19.9% | +7.3% |
| 6M | +29.0% | -32.4% | +61.4% | +13.4% |
| YTD | -12.2% | -28.7% | +16.5% | -20.3% |
| 1Y | -18.4% | -38.2% | +19.8% | -29.2% |
| 3Y | +43.2% | -80.4% | +123.6% | -7.7% |
| 5Y | +102.6% | -86.0% | +188.6% | +40.6% |
| 10Y | +1,029.6% | -99.5% | +1,129.1% | +315.7% |
| All | +1,150.8% | -99.8% | +1,250.6% | +359.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling