+25.1%
USB vs ARES
+88.1%
-62.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +1.4% | +8.1% | -6.7% | -1.4% |
| 30D | +6.4% | +18.9% | -12.5% | -0.1% |
| 3M | -4.5% | +2.3% | -6.8% | -5.7% |
| 6M | +11.4% | +12.7% | -1.3% | +5.5% |
| YTD | +17.1% | -10.8% | +27.9% | +19.4% |
| 1Y | +32.6% | -5.3% | +37.9% | +31.6% |
| 3Y | +101.8% | +42.0% | +59.8% | +65.6% |
| 5Y | +25.1% | +88.3% | -63.2% | -9.1% |
| All | +25.1% | +88.1% | -62.9% | -9.1% |
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