-9.0%
UL vs ARES
-20.5%
+11.6%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.6% |
| 7D | -3.2% | -2.7% | -0.5% | -3.1% |
| 30D | -0.6% | -2.4% | +1.8% | -0.5% |
| 3M | +9.4% | +3.9% | +5.5% | +9.5% |
| 6M | -4.1% | +26.4% | -30.5% | -4.5% |
| YTD | -2.0% | -14.9% | +12.9% | -1.8% |
| 1Y | -9.0% | -20.4% | +11.4% | -8.1% |
| All | -9.0% | -20.5% | +11.6% | -8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling