+1,016.0%
URI vs ARES
+1,196.0%
-180.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -13.3% |
| 3M | -6.7% | +8.5% | -15.2% | -11.4% |
| 6M | +19.0% | +23.5% | -4.5% | +3.8% |
| YTD | +25.5% | -11.2% | +36.8% | +28.0% |
| 1Y | +5.5% | -19.3% | +24.8% | +12.2% |
| 3Y | +111.3% | +48.7% | +62.7% | +60.4% |
| 5Y | +198.6% | +106.5% | +92.0% | +86.8% |
| 10Y | +1,179.9% | +1,055.3% | +124.6% | +291.5% |
| All | +1,016.0% | +1,196.0% | -180.0% | +200.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling