+1,121.7%
ARES vs URA
+57.5%
+1,064.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.2% | -1.2% |
| 7D | +4.5% | -4.1% | +8.7% | +5.9% |
| 30D | +15.7% | -19.0% | +34.8% | +23.4% |
| 3M | -2.0% | -25.1% | +23.1% | +6.9% |
| 6M | +10.4% | -44.5% | +54.9% | +31.8% |
| YTD | -14.2% | -24.3% | +10.1% | -9.0% |
| 1Y | -7.8% | -28.1% | +20.4% | -0.9% |
| 3Y | +41.4% | +40.7% | +0.7% | +15.1% |
| 5Y | +83.7% | +35.5% | +48.2% | +45.9% |
| 10Y | +1,204.1% | +281.2% | +922.9% | +585.0% |
| All | +1,121.7% | +57.5% | +1,064.2% | +594.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling