+3,632.2%
MPWR vs ARES
+1,196.0%
+2,436.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.4% |
| 7D | -2.6% | -1.7% | -0.9% | -1.7% |
| 30D | -9.0% | +0.3% | -9.3% | -9.6% |
| 3M | -25.8% | +8.5% | -34.3% | -30.0% |
| 6M | +11.8% | +23.5% | -11.7% | -3.9% |
| YTD | +35.5% | -11.2% | +46.7% | +38.2% |
| 1Y | +45.3% | -19.3% | +64.6% | +54.8% |
| 3Y | +138.5% | +48.7% | +89.8% | +81.4% |
| 5Y | +152.8% | +106.5% | +46.2% | +61.8% |
| 10Y | +1,616.6% | +1,055.3% | +561.3% | +529.7% |
| All | +3,632.2% | +1,196.0% | +2,436.3% | +1,199.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling