+1,921.6%
MPWR vs ARES
+1,145.7%
+775.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.1% | +10.0% | +9.6% |
| 7D | +17.3% | +0.8% | +16.5% | +17.1% |
| 30D | +12.1% | +16.7% | -4.6% | +1.3% |
| 3M | +5.6% | -2.6% | +8.2% | +5.9% |
| 6M | -10.7% | +13.0% | -23.7% | -19.8% |
| YTD | +64.0% | -11.7% | +75.7% | +66.6% |
| 1Y | +55.9% | -6.7% | +62.6% | +51.8% |
| 3Y | +199.5% | +40.5% | +159.0% | +120.9% |
| 5Y | +176.6% | +88.2% | +88.4% | +66.8% |
| 10Y | +1,921.6% | +1,131.0% | +790.6% | +509.1% |
| All | +1,921.6% | +1,145.7% | +775.9% | +509.1% |
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