+174.8%
MS vs ARES
+43.8%
+131.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.2% | -1.1% | +1.2% |
| 7D | +0.7% | +5.0% | -4.2% | -1.4% |
| 30D | -0.9% | +19.1% | -20.0% | -8.6% |
| 3M | -13.0% | +3.1% | -16.1% | -14.5% |
| 6M | -2.0% | +12.9% | -14.8% | -8.4% |
| YTD | +7.8% | -10.7% | +18.4% | +11.5% |
| 1Y | +17.9% | -5.5% | +23.4% | +18.0% |
| 3Y | +174.8% | +45.0% | +129.8% | +143.9% |
| All | +174.8% | +43.8% | +131.0% | +143.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling