+1,218.8%
URI vs ARES
+1,313.3%
-94.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +4.2% | +2.7% | +4.7% |
| 7D | -4.0% | +5.0% | -9.0% | -6.6% |
| 30D | +6.8% | +19.1% | -12.3% | -2.8% |
| 3M | -2.8% | +3.1% | -5.9% | -5.1% |
| 6M | +20.9% | +12.9% | +8.0% | +11.2% |
| YTD | +40.2% | -10.7% | +50.9% | +42.2% |
| 1Y | +34.1% | -5.5% | +39.6% | +31.1% |
| 3Y | +164.1% | +45.0% | +119.1% | +96.2% |
| 5Y | +199.3% | +87.4% | +111.9% | +85.9% |
| 10Y | +1,218.8% | +1,267.4% | -48.6% | +269.9% |
| All | +1,218.8% | +1,313.3% | -94.5% | +269.9% |
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