+15.0%
UNH vs ARES
-22.9%
+37.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.9% |
| 7D | -3.2% | -7.7% | +4.5% | -2.4% |
| 30D | -3.5% | -8.7% | +5.3% | -2.7% |
| 3M | -4.2% | +2.8% | -7.0% | -4.7% |
| 6M | +38.3% | +23.1% | +15.2% | +33.5% |
| YTD | +19.2% | -17.3% | +36.5% | +21.5% |
| 1Y | +15.0% | -24.3% | +39.3% | +14.9% |
| All | +15.0% | -22.9% | +37.8% | +14.9% |
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