+1,101.7%
ARES vs MDY
+165.3%
+936.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +0.5% | +2.3% | -1.8% | -1.9% |
| 30D | +19.7% | +2.0% | +17.7% | +17.0% |
| 3M | -9.0% | -5.6% | -3.3% | -2.9% |
| 6M | +11.5% | +1.3% | +10.3% | +10.4% |
| YTD | -13.8% | +12.3% | -26.2% | -23.5% |
| 1Y | -5.6% | +15.8% | -21.4% | -19.0% |
| 3Y | +36.1% | +56.5% | -20.4% | -13.1% |
| 5Y | +82.7% | +35.1% | +47.5% | +38.3% |
| All | +1,101.7% | +165.3% | +936.3% | +402.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling