-20.7%
MDLN vs ARES
-21.8%
+1.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.3% |
| 7D | -11.1% | -6.1% | -5.0% | -10.1% |
| 30D | -8.4% | -7.5% | -0.8% | -7.1% |
| 3M | -12.4% | +0.1% | -12.5% | -12.3% |
| 6M | -23.3% | +30.3% | -53.5% | -24.7% |
| YTD | -22.5% | -16.6% | -5.9% | -26.3% |
| All | -20.7% | -21.8% | +1.2% | -25.4% |
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