+203.4%
URI vs ARES
+105.6%
+97.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.1% |
| 7D | -2.0% | -1.7% | -0.3% | -1.1% |
| 30D | -12.9% | +0.3% | -13.2% | -13.4% |
| 3M | -6.7% | +8.5% | -15.2% | -11.4% |
| 6M | +19.0% | +23.5% | -4.5% | +3.3% |
| YTD | +25.5% | -11.2% | +36.8% | +29.5% |
| 1Y | +5.5% | -19.3% | +24.8% | +14.1% |
| 3Y | +111.3% | +48.7% | +62.7% | +53.4% |
| All | +203.4% | +105.6% | +97.8% | +73.5% |
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