+176.9%
UAL vs ARES
+1,152.0%
-975.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.9% |
| 7D | +8.2% | +4.5% | +3.6% | +5.8% |
| 30D | +2.3% | +15.7% | -13.4% | -5.1% |
| 3M | -12.7% | -2.0% | -10.7% | -11.8% |
| 6M | +12.7% | +10.4% | +2.3% | +5.9% |
| YTD | +0.8% | -14.2% | +15.1% | +5.9% |
| 1Y | +17.8% | -7.8% | +25.5% | +18.7% |
| 3Y | +206.7% | +41.4% | +165.3% | +150.6% |
| 5Y | +113.9% | +83.7% | +30.2% | +50.1% |
| 10Y | +97.0% | +1,204.1% | -1,107.1% | -26.4% |
| All | +176.9% | +1,152.0% | -975.1% | -1.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling