+3.5%
UNH vs ARES
+97.0%
-93.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.1% | -1.6% |
| 7D | -1.7% | -2.7% | +1.0% | -1.3% |
| 30D | -3.8% | -2.4% | -1.4% | -3.6% |
| 3M | -4.3% | +3.9% | -8.2% | -5.1% |
| 6M | +38.6% | +26.4% | +12.2% | +33.5% |
| YTD | +20.7% | -14.9% | +35.6% | +22.2% |
| 1Y | +16.0% | -20.4% | +36.4% | +18.1% |
| 3Y | -13.5% | +38.8% | -52.3% | -21.1% |
| 5Y | +3.5% | +97.0% | -93.5% | -15.9% |
| All | +3.5% | +97.0% | -93.5% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling