+2,620.0%
MUU vs ARES
-6.5%
+2,626.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +12.6% |
| 7D | +17.4% | -1.7% | +19.0% | +19.4% |
| 30D | +24.0% | +0.3% | +23.7% | +22.7% |
| 3M | -23.9% | +8.5% | -32.4% | -31.7% |
| 6M | +284.4% | +23.5% | +261.0% | +185.5% |
| YTD | +583.7% | -11.2% | +594.9% | +658.0% |
| 1Y | +2,981.5% | -19.3% | +3,000.8% | +3,851.2% |
| All | +2,620.0% | -6.5% | +2,626.6% | +2,698.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling