+662.1%
MU vs ARES
-18.8%
+680.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.3% |
| 7D | +7.2% | -0.3% | +7.5% | +7.2% |
| 30D | +14.0% | +1.3% | +12.7% | +13.4% |
| 3M | +5.4% | +10.4% | -5.0% | +2.5% |
| 6M | +170.3% | +29.0% | +141.3% | +149.5% |
| YTD | +250.7% | -12.2% | +262.9% | +271.0% |
| 1Y | +662.1% | -18.4% | +680.6% | +762.7% |
| All | +662.1% | -18.8% | +680.9% | +762.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling