+1,171.8%
MPC vs ARES
+1,112.4%
+59.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.1% |
| 7D | +11.2% | +0.5% | +10.8% | +11.0% |
| 30D | -14.5% | +19.7% | -34.2% | -20.4% |
| 3M | +16.7% | -9.0% | +25.7% | +19.7% |
| 6M | +67.6% | +11.5% | +56.0% | +56.9% |
| YTD | +157.9% | -13.8% | +171.8% | +162.3% |
| 1Y | +116.7% | -5.6% | +122.2% | +111.2% |
| 3Y | +199.8% | +36.1% | +163.6% | +137.8% |
| 5Y | +604.4% | +82.7% | +521.7% | +363.4% |
| All | +1,171.8% | +1,112.4% | +59.3% | +299.8% |
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