+4,271.9%
MU vs ARES
+1,313.3%
+2,958.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.2% | +2.1% | +4.0% |
| 7D | -12.0% | +5.0% | -17.0% | -14.4% |
| 30D | -28.7% | +19.1% | -47.8% | -35.6% |
| 3M | -16.4% | +3.1% | -19.5% | -18.8% |
| 6M | -1.8% | +12.9% | -14.7% | -10.5% |
| YTD | +157.1% | -10.7% | +167.7% | +160.5% |
| 1Y | +208.5% | -5.5% | +214.0% | +202.2% |
| 3Y | +906.2% | +45.0% | +861.2% | +675.2% |
| 5Y | +893.4% | +87.4% | +806.0% | +541.3% |
| 10Y | +4,271.9% | +1,267.4% | +3,004.5% | +1,224.0% |
| All | +4,271.9% | +1,313.3% | +2,958.6% | +1,224.0% |
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 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