+24.8%
USAR vs ARES
-18.2%
+43.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | 0.0% |
| 7D | -2.1% | -1.7% | -0.4% | -1.4% |
| 30D | +2.6% | +0.3% | +2.4% | +2.2% |
| 3M | -35.0% | +8.5% | -43.5% | -37.5% |
| 6M | -6.9% | +23.5% | -30.3% | -15.2% |
| YTD | +48.0% | -11.2% | +59.2% | +47.1% |
| 1Y | +24.8% | -19.3% | +44.1% | +28.8% |
| All | +24.8% | -18.2% | +43.0% | +28.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling