+109.7%
UL vs ARES
+1,112.4%
-1,002.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.9% |
| 7D | +1.1% | +0.5% | +0.6% | +1.0% |
| 30D | +4.5% | +19.7% | -15.2% | +2.2% |
| 3M | +6.5% | -9.0% | +15.5% | +7.6% |
| 6M | +18.2% | +11.5% | +6.6% | +16.1% |
| YTD | +4.7% | -13.8% | +18.5% | +5.7% |
| 1Y | +0.8% | -5.6% | +6.4% | +0.4% |
| 3Y | +35.9% | +36.1% | -0.2% | +24.1% |
| 5Y | +33.4% | +82.7% | -49.3% | +13.0% |
| All | +109.7% | +1,112.4% | -1,002.7% | +38.5% |
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