+93.5%
ARES vs ULTA
+39.1%
+54.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.6% | -2.4% |
| 7D | -7.7% | -3.9% | -3.8% | -6.5% |
| 30D | -8.7% | -1.1% | -7.7% | -8.6% |
| 3M | +2.8% | +13.8% | -10.9% | -2.1% |
| 6M | +23.1% | -17.2% | +40.3% | +29.5% |
| YTD | -17.3% | -11.5% | -5.8% | -15.1% |
| 1Y | -24.3% | +3.9% | -28.2% | -27.1% |
| 3Y | +34.9% | +29.5% | +5.5% | +12.6% |
| 5Y | +93.5% | +42.9% | +50.6% | +44.5% |
| All | +93.5% | +39.1% | +54.4% | +44.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling