+35.7%
URI vs ARES
-6.6%
+42.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.2% | +4.3% |
| 7D | +2.4% | +0.8% | +1.6% | +2.3% |
| 30D | +8.9% | +16.7% | -7.8% | +6.1% |
| 3M | +0.8% | -2.6% | +3.4% | +0.6% |
| 6M | +23.1% | +13.0% | +10.2% | +20.3% |
| YTD | +43.1% | -11.7% | +54.8% | +49.8% |
| 1Y | +35.7% | -6.7% | +42.4% | +38.0% |
| All | +35.7% | -6.6% | +42.3% | +38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling