+303.5%
MXL vs ARES
-18.2%
+321.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +5.9% |
| 7D | +1.6% | -1.7% | +3.3% | +2.2% |
| 30D | -7.0% | +0.3% | -7.3% | -7.4% |
| 3M | -33.4% | +8.5% | -41.9% | -35.8% |
| 6M | +260.2% | +23.5% | +236.7% | +226.8% |
| YTD | +260.0% | -11.2% | +271.2% | +293.5% |
| 1Y | +303.5% | -19.3% | +322.8% | +319.0% |
| All | +303.5% | -18.2% | +321.7% | +319.0% |
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