+153.3%
MP vs ARES
+48.6%
+104.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.8% |
| 7D | -2.9% | -1.7% | -1.2% | -2.3% |
| 30D | +13.8% | +0.3% | +13.5% | +13.5% |
| 3M | -16.7% | +8.5% | -25.2% | -19.7% |
| 6M | -11.5% | +23.5% | -35.0% | -19.6% |
| YTD | +7.9% | -11.2% | +19.2% | +11.8% |
| 1Y | -15.0% | -19.3% | +4.3% | -8.5% |
| All | +153.3% | +48.6% | +104.6% | +93.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling