+45.0%
ARES vs MOS
-24.9%
+69.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.3% | +4.0% |
| 7D | +5.0% | +19.7% | -14.7% | +2.6% |
| 30D | +19.1% | +21.5% | -2.4% | +16.2% |
| 3M | +3.1% | -0.4% | +3.5% | +2.6% |
| 6M | +12.9% | +4.5% | +8.3% | +11.3% |
| YTD | -10.7% | -2.9% | -7.8% | -12.4% |
| 1Y | -5.5% | -7.7% | +2.2% | -6.7% |
| 3Y | +45.0% | -25.6% | +70.6% | +42.9% |
| All | +45.0% | -24.9% | +69.9% | +42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling