+504.3%
MUU vs ARES
-9.0%
+513.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +6.1% | -20.1% | -16.3% |
| 7D | -35.9% | +10.5% | -46.4% | -39.1% |
| 30D | -47.1% | +16.8% | -64.0% | -51.3% |
| 3M | -29.8% | -3.2% | -26.6% | -29.0% |
| 6M | +16.0% | +16.4% | -0.4% | +7.7% |
| YTD | +286.1% | -12.4% | +298.5% | +347.4% |
| 1Y | +504.3% | -6.9% | +511.2% | +555.2% |
| All | +504.3% | -9.0% | +513.3% | +555.2% |
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