+1,171.2%
ARES vs MUB
+31.9%
+1,139.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.5% |
| 7D | +8.1% | +0.6% | +7.5% | +7.2% |
| 30D | +18.9% | +3.4% | +15.5% | +13.6% |
| 3M | +2.3% | -0.7% | +3.0% | +3.4% |
| 6M | +12.7% | -1.0% | +13.7% | +14.5% |
| YTD | -10.8% | 0.0% | -10.7% | -10.5% |
| 1Y | -5.3% | +0.4% | -5.7% | -5.5% |
| 3Y | +42.0% | +10.5% | +31.6% | +22.5% |
| 5Y | +88.3% | +3.1% | +85.2% | +78.7% |
| 10Y | +1,148.2% | +22.0% | +1,126.2% | +1,068.2% |
| All | +1,171.2% | +31.9% | +1,139.3% | +1,021.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling