+15.6%
USAR vs ARES
-22.9%
+38.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.8% | -3.2% | -4.7% |
| 7D | -9.3% | -7.7% | -1.6% | -5.9% |
| 30D | -15.2% | -8.7% | -6.5% | -11.7% |
| 3M | -21.1% | +2.8% | -23.9% | -22.5% |
| 6M | -21.6% | +23.1% | -44.6% | -27.9% |
| YTD | +34.8% | -17.3% | +52.0% | +38.7% |
| 1Y | +15.6% | -24.3% | +39.9% | +28.6% |
| All | +15.6% | -22.9% | +38.5% | +28.6% |
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