+953.0%
ARES vs UUUU
+495.2%
+457.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.3% | +3.5% | -1.9% |
| 7D | -7.7% | -5.0% | -2.7% | -7.1% |
| 30D | -8.7% | -7.8% | -0.9% | -7.9% |
| 3M | +2.8% | -0.4% | +3.3% | +2.2% |
| 6M | +23.1% | -32.9% | +56.0% | +27.8% |
| YTD | -17.3% | -6.3% | -11.0% | -19.3% |
| 1Y | -24.3% | +7.9% | -32.2% | -29.3% |
| 3Y | +34.9% | +85.2% | -50.3% | +10.0% |
| 5Y | +93.5% | +97.0% | -3.5% | +49.6% |
| All | +953.0% | +495.2% | +457.8% | +482.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling