+1,127.5%
ARES vs SPXU
-99.8%
+1,227.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +1.5% |
| 7D | +0.5% | -7.6% | +8.0% | -2.5% |
| 30D | +19.7% | +5.3% | +14.3% | +23.0% |
| 3M | -9.0% | +9.6% | -18.6% | -4.4% |
| 6M | +11.5% | -4.5% | +16.1% | +12.5% |
| YTD | -13.8% | -25.9% | +12.0% | -19.7% |
| 1Y | -5.6% | -28.9% | +23.3% | -13.1% |
| 3Y | +36.1% | -80.5% | +116.6% | -12.1% |
| 5Y | +82.7% | -83.4% | +166.1% | +35.2% |
| 10Y | +1,101.7% | -99.5% | +1,201.2% | +353.0% |
| All | +1,127.5% | -99.8% | +1,227.3% | +363.1% |
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