+152.7%
URI vs ARES
+36.2%
+116.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | +0.4% |
| 7D | +9.3% | -0.3% | +9.6% | +9.5% |
| 30D | +7.6% | +15.3% | -7.7% | +1.3% |
| 3M | +1.0% | -5.4% | +6.4% | +2.8% |
| 6M | +19.8% | +10.0% | +9.8% | +13.4% |
| YTD | +41.9% | -14.7% | +56.5% | +50.5% |
| 1Y | +33.4% | -9.7% | +43.1% | +36.2% |
| All | +152.7% | +36.2% | +116.6% | +103.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling