+45.9%
UPS vs ARES
+1,112.4%
-1,066.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.6% |
| 7D | +3.8% | +0.5% | +3.3% | +3.7% |
| 30D | +17.4% | +19.7% | -2.3% | +12.0% |
| 3M | +8.2% | -9.0% | +17.2% | +10.7% |
| 6M | +17.9% | +11.5% | +6.4% | +13.9% |
| YTD | +18.7% | -13.8% | +32.5% | +21.2% |
| 1Y | +24.8% | -5.6% | +30.4% | +24.1% |
| 3Y | -4.5% | +36.1% | -40.6% | -17.2% |
| 5Y | -33.2% | +82.7% | -115.9% | -48.3% |
| All | +45.9% | +1,112.4% | -1,066.5% | -23.1% |
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 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