+82.2%
UBER vs ARES
+608.2%
-525.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.2% |
| 7D | -3.9% | -1.7% | -2.2% | -3.2% |
| 30D | +11.1% | +0.3% | +10.8% | +10.7% |
| 3M | +4.9% | +8.5% | -3.6% | -0.5% |
| 6M | -1.2% | +23.5% | -24.6% | -13.6% |
| YTD | -7.3% | -11.2% | +3.9% | -5.4% |
| 1Y | -17.6% | -19.3% | +1.7% | -12.6% |
| 3Y | +61.1% | +48.7% | +12.4% | +12.2% |
| 5Y | +87.9% | +106.5% | -18.6% | +4.7% |
| All | +82.2% | +608.2% | -525.9% | -49.7% |
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