-26.1%
ARES vs ULTA
+5.8%
-31.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.5% |
| 7D | -6.1% | -3.1% | -3.0% | -5.7% |
| 30D | -7.5% | +2.8% | -10.3% | -7.9% |
| 3M | +0.1% | +14.8% | -14.7% | -1.8% |
| 6M | +30.3% | -16.2% | +46.5% | +32.8% |
| YTD | -16.6% | -9.6% | -7.0% | -16.1% |
| 1Y | -26.1% | +4.8% | -30.9% | -26.8% |
| All | -26.1% | +5.8% | -31.9% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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