+999.8%
ARES vs MSI
+593.5%
+406.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | -2.7% | -4.0% | +1.3% | -0.5% |
| 30D | -2.4% | -0.5% | -1.9% | -2.3% |
| 3M | +3.9% | +11.4% | -7.5% | -2.6% |
| 6M | +26.4% | +1.0% | +25.4% | +24.1% |
| YTD | -14.9% | +20.7% | -35.5% | -25.1% |
| 1Y | -20.4% | -2.7% | -17.7% | -20.9% |
| 3Y | +38.8% | +68.2% | -29.4% | -1.7% |
| 5Y | +97.0% | +100.0% | -3.0% | +24.9% |
| 10Y | +999.8% | +596.9% | +402.9% | +371.3% |
| All | +999.8% | +593.5% | +406.3% | +371.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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