+1,157.4%
ARES vs BEN
+19.4%
+1,138.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +0.8% | +7.2% | -6.4% | -2.8% |
| 30D | +16.7% | +14.1% | +2.6% | +9.1% |
| 3M | -2.6% | +9.9% | -12.6% | -7.3% |
| 6M | +13.0% | +17.4% | -4.4% | +4.3% |
| YTD | -11.7% | +57.3% | -69.0% | -29.3% |
| 1Y | -6.7% | +66.9% | -73.6% | -27.3% |
| 3Y | +40.5% | +85.7% | -45.2% | +1.7% |
| 5Y | +88.2% | +31.2% | +57.0% | +57.4% |
| 10Y | +1,131.0% | +61.0% | +1,069.9% | +736.7% |
| All | +1,157.4% | +19.4% | +1,138.0% | +800.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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