+78.6%
UPS vs ARES
+1,202.8%
-1,124.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +1.7% | +8.1% | -6.4% | -0.1% |
| 30D | +17.4% | +18.9% | -1.5% | +12.8% |
| 3M | +7.7% | +2.3% | +5.4% | +7.0% |
| 6M | +13.8% | +12.7% | +1.1% | +10.2% |
| YTD | +17.3% | -10.8% | +28.0% | +18.5% |
| 1Y | +27.2% | -5.3% | +32.5% | +26.5% |
| 3Y | -5.6% | +42.0% | -47.7% | -17.0% |
| 5Y | -33.5% | +88.3% | -121.8% | -46.7% |
| 10Y | +43.7% | +1,148.2% | -1,104.6% | -15.8% |
| All | +78.6% | +1,202.8% | -1,124.2% | +1.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling