+4,277.4%
MU vs ARES
+1,270.2%
+3,007.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.0% |
| 7D | -15.2% | +8.1% | -23.3% | -18.8% |
| 30D | -29.5% | +18.9% | -48.5% | -36.3% |
| 3M | -15.8% | +2.3% | -18.1% | -17.8% |
| 6M | -2.9% | +12.7% | -15.6% | -11.5% |
| YTD | +154.2% | -10.8% | +165.0% | +157.8% |
| 1Y | +186.6% | -5.3% | +191.9% | +180.3% |
| 3Y | +871.5% | +42.0% | +829.4% | +654.1% |
| 5Y | +911.7% | +88.3% | +823.4% | +547.5% |
| 10Y | +4,277.4% | +1,148.2% | +3,129.1% | +1,149.3% |
| All | +4,277.4% | +1,270.2% | +3,007.2% | +1,149.3% |
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