+975.8%
ARES vs MGY
+210.8%
+764.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.4% |
| 7D | -2.7% | +1.5% | -4.2% | -3.0% |
| 30D | -2.4% | +6.8% | -9.2% | -4.0% |
| 3M | +3.9% | +2.6% | +1.3% | +2.7% |
| 6M | +26.4% | -3.1% | +29.5% | +25.8% |
| YTD | -14.9% | +29.4% | -44.3% | -21.2% |
| 1Y | -20.4% | +22.3% | -42.7% | -25.5% |
| 3Y | +38.8% | +26.6% | +12.2% | +28.1% |
| 5Y | +97.0% | +92.1% | +4.9% | +64.6% |
| All | +975.8% | +210.8% | +764.9% | +685.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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