+2,683.6%
MUU vs ARES
-10.4%
+2,694.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.1% | +8.6% | +8.8% |
| 7D | +15.0% | -2.7% | +17.7% | +17.9% |
| 30D | +36.8% | -2.4% | +39.2% | +39.0% |
| 3M | -8.5% | +3.9% | -12.4% | -15.3% |
| 6M | +320.7% | +26.4% | +294.4% | +197.9% |
| YTD | +599.7% | -14.9% | +614.6% | +709.5% |
| 1Y | +2,569.2% | -20.4% | +2,589.6% | +3,310.3% |
| All | +2,683.6% | -10.4% | +2,694.0% | +2,888.9% |
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