+1,380.6%
ARES vs USFD
+339.9%
+1,040.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +4.5% | +3.0% | +1.6% | +3.7% |
| 30D | +15.7% | +11.1% | +4.7% | +12.2% |
| 3M | -2.0% | -0.3% | -1.7% | -2.0% |
| 6M | +10.4% | +15.9% | -5.5% | +4.8% |
| YTD | -14.2% | +41.6% | -55.9% | -24.2% |
| 1Y | -7.8% | +49.4% | -57.2% | -19.9% |
| 3Y | +41.4% | +157.8% | -116.5% | +5.1% |
| 5Y | +83.7% | +176.6% | -93.0% | +32.4% |
| 10Y | +1,204.1% | +375.4% | +828.7% | +865.2% |
| All | +1,380.6% | +339.9% | +1,040.7% | +1,012.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling