+3,535.7%
MPWR vs ARES
+1,152.0%
+2,383.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +5.1% |
| 7D | -1.7% | +4.5% | -6.3% | -4.4% |
| 30D | -16.5% | +15.7% | -32.3% | -23.5% |
| 3M | -12.3% | -2.0% | -10.3% | -12.6% |
| 6M | -27.7% | +10.4% | -38.2% | -33.5% |
| YTD | +32.0% | -14.2% | +46.2% | +35.9% |
| 1Y | +25.1% | -7.8% | +32.8% | +22.9% |
| 3Y | +146.5% | +41.4% | +105.1% | +91.2% |
| 5Y | +126.0% | +83.7% | +42.4% | +51.5% |
| 10Y | +1,582.7% | +1,204.1% | +378.6% | +508.6% |
| All | +3,535.7% | +1,152.0% | +2,383.7% | +1,178.0% |
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 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