+1,101.7%
ARES vs MUB
+21.8%
+1,079.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.5% |
| 7D | +0.5% | -1.3% | +1.7% | +2.5% |
| 30D | +19.7% | +2.2% | +17.5% | +15.8% |
| 3M | -9.0% | -1.6% | -7.4% | -6.5% |
| 6M | +11.5% | -1.3% | +12.8% | +14.2% |
| YTD | -13.8% | -0.7% | -13.2% | -12.6% |
| 1Y | -5.6% | -0.2% | -5.4% | -5.0% |
| 3Y | +36.1% | +9.6% | +26.5% | +16.0% |
| 5Y | +82.7% | +2.6% | +80.1% | +74.2% |
| All | +1,101.7% | +21.8% | +1,079.9% | +1,006.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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