-44.4%
MUU vs ARES
+12.5%
-56.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.0% | -6.2% | -5.4% |
| 7D | +24.7% | +0.5% | +24.2% | +24.5% |
| 30D | -35.1% | +19.7% | -54.8% | -37.3% |
| 3M | -44.3% | -9.0% | -35.3% | -41.8% |
| 6M | -44.4% | +11.5% | -56.0% | -43.5% |
| All | -44.4% | +12.5% | -56.9% | -43.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling