+1,490.8%
MRVL vs ARES
+1,196.0%
+294.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.0% | +8.0% | +7.5% |
| 7D | +3.2% | -1.7% | +4.9% | +4.0% |
| 30D | +5.9% | +0.3% | +5.7% | +5.5% |
| 3M | -29.3% | +8.5% | -37.8% | -32.8% |
| 6M | +186.5% | +23.5% | +163.0% | +149.7% |
| YTD | +163.4% | -11.2% | +174.7% | +170.3% |
| 1Y | +249.5% | -19.3% | +268.8% | +272.2% |
| 3Y | +289.4% | +48.7% | +240.7% | +210.6% |
| 5Y | +270.2% | +106.5% | +163.7% | +155.0% |
| 10Y | +1,748.8% | +1,055.3% | +693.5% | +706.4% |
| All | +1,490.8% | +1,196.0% | +294.8% | +555.7% |
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