+204.5%
URI vs ARES
+82.0%
+122.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.8% |
| 7D | +6.7% | +0.5% | +6.3% | +6.5% |
| 30D | +8.9% | +19.7% | -10.8% | -0.7% |
| 3M | +0.5% | -9.0% | +9.5% | +4.8% |
| 6M | +20.7% | +11.5% | +9.1% | +12.0% |
| YTD | +40.0% | -13.8% | +53.9% | +46.0% |
| 1Y | +34.4% | -5.6% | +40.0% | +32.0% |
| 3Y | +149.5% | +36.1% | +113.4% | +89.3% |
| All | +204.5% | +82.0% | +122.5% | +88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling