+1,150.8%
ARES vs UUUU
+90.4%
+1,060.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.2% |
| 7D | -0.3% | +2.8% | -3.2% | -0.7% |
| 30D | +1.3% | +3.4% | -2.1% | +0.7% |
| 3M | +10.4% | -3.9% | +14.2% | +10.2% |
| 6M | +29.0% | -23.2% | +52.2% | +31.4% |
| YTD | -12.2% | +0.6% | -12.7% | -15.1% |
| 1Y | -18.4% | +22.9% | -41.3% | -25.0% |
| 3Y | +43.2% | +98.6% | -55.5% | +16.9% |
| 5Y | +102.6% | +130.2% | -27.6% | +55.8% |
| 10Y | +1,029.6% | +519.5% | +510.1% | +565.4% |
| All | +1,150.8% | +90.4% | +1,060.5% | +664.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling