+1,164.6%
ARES vs MUB
+30.9%
+1,133.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -1.7% | -0.9% | -0.8% | -0.5% |
| 30D | +0.3% | -1.4% | +1.7% | +2.3% |
| 3M | +8.5% | -2.2% | +10.6% | +11.8% |
| 6M | +23.5% | -1.9% | +25.4% | +26.9% |
| YTD | -11.2% | -0.8% | -10.5% | -10.1% |
| 1Y | -19.3% | +2.7% | -22.0% | -22.0% |
| 3Y | +48.7% | +8.6% | +40.1% | +31.3% |
| 5Y | +106.5% | +2.0% | +104.5% | +98.6% |
| 10Y | +1,055.3% | +17.9% | +1,037.4% | +968.5% |
| All | +1,164.6% | +30.9% | +1,133.7% | +1,026.0% |
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