+100.2%
UAL vs ARES
+1,313.3%
-1,213.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +4.2% | +2.6% | +4.4% |
| 7D | +10.2% | +5.0% | +5.2% | +7.4% |
| 30D | +12.0% | +19.1% | -7.1% | +1.5% |
| 3M | -7.1% | +3.1% | -10.2% | -8.8% |
| 6M | +20.9% | +12.9% | +8.0% | +11.4% |
| YTD | +7.7% | -10.7% | +18.3% | +11.0% |
| 1Y | +23.6% | -5.5% | +29.1% | +22.8% |
| 3Y | +222.6% | +45.0% | +177.6% | +150.7% |
| 5Y | +127.9% | +87.4% | +40.6% | +48.4% |
| 10Y | +100.2% | +1,267.4% | -1,167.2% | -29.8% |
| All | +100.2% | +1,313.3% | -1,213.1% | -29.8% |
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