-37.8%
U vs ARES
+305.6%
-343.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +2.1% |
| 7D | +4.4% | -2.7% | +7.0% | +6.7% |
| 30D | -1.3% | -2.4% | +1.1% | +0.2% |
| 3M | +49.6% | +3.9% | +45.7% | +41.2% |
| 6M | +100.2% | +26.4% | +73.8% | +54.8% |
| YTD | -3.7% | -14.9% | +11.2% | +6.2% |
| 1Y | -6.5% | -20.4% | +13.9% | +8.2% |
| 3Y | +12.9% | +38.8% | -25.9% | -30.8% |
| 5Y | -68.3% | +97.0% | -165.3% | -86.7% |
| All | -37.8% | +305.6% | -343.4% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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