+1,865.4%
MPWR vs ARES
+1,100.6%
+764.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.3% | +1.2% | -0.1% |
| 7D | +27.9% | -0.3% | +28.2% | +28.5% |
| 30D | +9.7% | +15.3% | -5.6% | -0.2% |
| 3M | +1.7% | -5.4% | +7.1% | +3.8% |
| 6M | -9.2% | +10.0% | -19.3% | -17.2% |
| YTD | +60.5% | -14.7% | +75.2% | +66.5% |
| 1Y | +52.0% | -9.7% | +61.7% | +51.0% |
| 3Y | +193.1% | +35.8% | +157.3% | +120.7% |
| 5Y | +167.3% | +80.9% | +86.4% | +65.1% |
| All | +1,865.4% | +1,100.6% | +764.9% | +507.0% |
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 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