+1,010.1%
MDB vs ARES
+961.0%
+49.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -2.7% |
| 7D | -18.0% | -0.3% | -17.7% | -17.7% |
| 30D | -10.7% | +1.3% | -12.0% | -11.1% |
| 3M | +1.0% | +10.4% | -9.4% | -6.2% |
| 6M | +31.6% | +29.0% | +2.6% | +7.8% |
| YTD | -15.2% | -12.2% | -3.0% | -10.5% |
| 1Y | +10.1% | -18.4% | +28.6% | +20.4% |
| 3Y | -5.6% | +43.2% | -48.8% | -32.8% |
| 5Y | -24.5% | +102.6% | -127.1% | -56.7% |
| All | +1,010.1% | +961.0% | +49.0% | +193.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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