-18.4%
ARES vs URA
+20.2%
-38.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.2% | -1.8% |
| 7D | -0.3% | +8.1% | -8.4% | -2.1% |
| 30D | +1.3% | +5.8% | -4.5% | -0.1% |
| 3M | +10.4% | +3.4% | +6.9% | +9.1% |
| 6M | +29.0% | -2.6% | +31.6% | +28.6% |
| YTD | -12.2% | +11.2% | -23.4% | -14.5% |
| 1Y | -18.4% | +19.8% | -38.3% | -21.4% |
| All | -18.4% | +20.2% | -38.7% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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