-1.6%
MDLN vs ARES
-17.9%
+16.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +6.1% | +12.2% | +17.0% |
| 7D | +24.7% | +10.5% | +14.1% | +22.4% |
| 30D | +12.7% | +16.8% | -4.1% | +9.6% |
| 3M | -4.0% | -3.2% | -0.8% | -3.6% |
| 6M | -8.7% | +16.4% | -25.1% | -10.3% |
| YTD | -3.9% | -12.4% | +8.5% | -9.6% |
| All | -1.6% | -17.9% | +16.3% | -8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling