+123.3%
UAL vs ARES
+81.3%
+42.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.3% | -2.7% | -3.9% |
| 7D | +0.7% | -0.3% | +1.0% | +1.1% |
| 30D | +7.8% | +15.3% | -7.5% | -1.2% |
| 3M | -11.1% | -5.4% | -5.7% | -7.9% |
| 6M | +16.1% | +10.0% | +6.1% | +7.8% |
| YTD | -0.5% | -14.7% | +14.2% | +6.6% |
| 1Y | +11.3% | -9.7% | +21.0% | +14.0% |
| 3Y | +192.8% | +35.8% | +157.0% | +126.3% |
| 5Y | +123.3% | +80.9% | +42.4% | +39.0% |
| All | +123.3% | +81.3% | +42.0% | +39.0% |
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