+1,210.8%
URI vs ARES
+1,145.7%
+65.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.2% | +4.7% |
| 7D | +2.4% | +0.8% | +1.6% | +2.1% |
| 30D | +8.9% | +16.7% | -7.8% | +0.1% |
| 3M | +0.8% | -2.6% | +3.4% | +1.5% |
| 6M | +23.1% | +13.0% | +10.2% | +13.2% |
| YTD | +43.1% | -11.7% | +54.8% | +45.9% |
| 1Y | +35.7% | -6.7% | +42.4% | +33.5% |
| 3Y | +158.2% | +40.5% | +117.7% | +94.5% |
| 5Y | +212.6% | +88.2% | +124.3% | +92.7% |
| 10Y | +1,210.8% | +1,131.0% | +79.8% | +264.4% |
| All | +1,210.8% | +1,145.7% | +65.1% | +264.4% |
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