+30.3%
ARES vs MOH
+44.5%
-14.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +1.2% |
| 7D | -6.1% | +1.7% | -7.8% | -5.7% |
| 30D | -7.5% | -0.9% | -6.6% | -7.6% |
| 3M | +0.1% | +5.7% | -5.6% | +1.9% |
| 6M | +30.3% | +39.1% | -8.9% | +44.9% |
| All | +30.3% | +44.5% | -14.2% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 6mo: compounded portfolio wealth divided by compounded MOH 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…
6mo analysis · Full analysis span regression · 6 months rolling