+1,157.2%
URI vs ARES
+1,045.9%
+111.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +1.1% |
| 7D | +2.5% | -0.3% | +2.9% | +2.7% |
| 30D | -12.5% | +1.3% | -13.8% | -13.4% |
| 3M | -6.2% | +10.4% | -16.6% | -11.9% |
| 6M | +25.9% | +29.0% | -3.1% | +6.2% |
| YTD | +26.2% | -12.2% | +38.4% | +29.6% |
| 1Y | +5.5% | -18.4% | +23.9% | +11.8% |
| 3Y | +125.0% | +43.2% | +81.8% | +69.7% |
| 5Y | +210.4% | +102.6% | +107.8% | +86.9% |
| 10Y | +1,157.2% | +1,029.6% | +127.6% | +261.8% |
| All | +1,157.2% | +1,045.9% | +111.3% | +261.8% |
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