+50.9%
UNP vs ARES
+43.8%
+7.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.2% | -1.8% | +1.7% |
| 7D | -3.3% | +5.0% | -8.2% | -4.0% |
| 30D | +6.7% | +19.1% | -12.4% | +3.8% |
| 3M | +1.8% | +3.1% | -1.3% | +1.1% |
| 6M | +13.3% | +12.9% | +0.5% | +10.7% |
| YTD | +30.3% | -10.7% | +41.0% | +32.7% |
| 1Y | +36.9% | -5.5% | +42.5% | +37.3% |
| 3Y | +50.9% | +45.0% | +5.9% | +43.2% |
| All | +50.9% | +43.8% | +7.1% | +43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling