+1,272.2%
MUU vs ARES
-9.3%
+1,281.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.0% | -6.2% | -6.2% |
| 7D | +24.7% | +0.5% | +24.2% | +24.1% |
| 30D | -35.1% | +19.7% | -54.8% | -47.5% |
| 3M | -44.3% | -9.0% | -35.3% | -40.1% |
| 6M | -44.4% | +11.5% | -56.0% | -53.9% |
| YTD | +244.9% | -13.8% | +258.8% | +285.8% |
| 1Y | +365.6% | -5.6% | +371.2% | +348.9% |
| All | +1,272.2% | -9.3% | +1,281.5% | +1,324.3% |
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