+147.4%
URI vs ARES
+37.4%
+110.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -9.8% | +4.5% | -14.3% | -11.6% |
| 30D | +1.7% | +15.7% | -14.0% | -4.5% |
| 3M | -9.1% | -2.0% | -7.0% | -8.9% |
| 6M | +9.9% | +10.4% | -0.6% | +3.8% |
| YTD | +31.2% | -14.2% | +45.5% | +38.9% |
| 1Y | +25.9% | -7.8% | +33.7% | +27.0% |
| 3Y | +147.4% | +41.4% | +106.0% | +93.9% |
| All | +147.4% | +37.4% | +110.0% | +93.9% |
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 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