+1,089.9%
ARES vs MOS
-4.2%
+1,094.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.6% | +1.2% | -2.3% |
| 7D | -0.3% | -2.6% | +2.2% | +0.3% |
| 30D | +15.3% | +13.5% | +1.8% | +11.6% |
| 3M | -5.4% | -2.9% | -2.5% | -5.4% |
| 6M | +10.0% | -1.0% | +11.0% | +8.8% |
| YTD | -14.7% | -7.2% | -7.5% | -15.8% |
| 1Y | -9.7% | -11.4% | +1.7% | -10.0% |
| 3Y | +35.8% | -29.0% | +64.8% | +38.7% |
| 5Y | +80.9% | -34.0% | +114.9% | +82.0% |
| All | +1,089.9% | -4.2% | +1,094.1% | +841.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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