+36.0%
UPS vs ARES
+971.5%
-935.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.5% | +1.5% |
| 7D | -3.4% | -7.7% | +4.3% | -1.4% |
| 30D | -2.7% | -8.7% | +6.0% | -0.5% |
| 3M | -1.6% | +2.8% | -4.5% | -2.7% |
| 6M | +2.3% | +23.1% | -20.7% | -3.9% |
| YTD | +5.6% | -17.3% | +22.8% | +9.0% |
| 1Y | +27.1% | -24.3% | +51.4% | +33.7% |
| 3Y | -26.3% | +34.9% | -61.2% | -35.7% |
| 5Y | -34.5% | +93.5% | -128.0% | -49.5% |
| All | +36.0% | +971.5% | -935.6% | -25.4% |
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