+139.2%
UAL vs ARES
+105.6%
+33.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +3.1% |
| 7D | +0.7% | -1.7% | +2.4% | +1.7% |
| 30D | -16.1% | +0.3% | -16.4% | -16.4% |
| 3M | +6.1% | +8.5% | -2.3% | -0.3% |
| 6M | +10.8% | +23.5% | -12.6% | -5.6% |
| YTD | -0.4% | -11.2% | +10.8% | +3.8% |
| 1Y | +5.0% | -19.3% | +24.3% | +16.2% |
| 3Y | +124.0% | +48.7% | +75.4% | +64.6% |
| All | +139.2% | +105.6% | +33.6% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling