+1,362.4%
MU vs ARES
+48.6%
+1,313.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.6% |
| 7D | +9.0% | -1.7% | +10.6% | +9.9% |
| 30D | +13.8% | +0.3% | +13.5% | +13.3% |
| 3M | +2.1% | +8.5% | -6.4% | -3.3% |
| 6M | +153.8% | +23.5% | +130.3% | +119.5% |
| YTD | +256.4% | -11.2% | +267.6% | +274.9% |
| 1Y | +719.8% | -19.3% | +739.0% | +818.0% |
| All | +1,362.4% | +48.6% | +1,313.8% | +1,087.0% |
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 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