+165.1%
ARES vs MNDY
-49.8%
+214.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.4% |
| 7D | -6.1% | -4.6% | -1.4% | -5.2% |
| 30D | -7.5% | +1.0% | -8.6% | -8.0% |
| 3M | +0.1% | +9.1% | -9.0% | -2.6% |
| 6M | +30.3% | +14.2% | +16.1% | +24.2% |
| YTD | -16.6% | -41.1% | +24.5% | -9.4% |
| 1Y | -26.1% | -54.7% | +28.6% | -15.7% |
| 3Y | +36.4% | -50.6% | +87.0% | +46.4% |
| 5Y | +95.0% | -76.7% | +171.6% | +96.8% |
| All | +165.1% | -49.8% | +214.9% | +183.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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