-5.6%
ARES vs USFD
+49.2%
-54.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | +0.5% | +1.7% | -1.2% | +0.3% |
| 30D | +19.7% | +10.2% | +9.5% | +18.8% |
| 3M | -9.0% | -1.5% | -7.5% | -9.8% |
| 6M | +11.5% | +27.3% | -15.8% | +10.2% |
| YTD | -13.8% | +44.0% | -57.8% | -16.6% |
| 1Y | -5.6% | +50.4% | -55.9% | -9.4% |
| All | -5.6% | +49.2% | -54.8% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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