-6.9%
ARES vs BNS
+52.0%
-58.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.0% | +3.2% | +4.4% |
| 7D | +10.5% | +2.0% | +8.5% | +9.3% |
| 30D | +16.8% | +7.8% | +9.1% | +11.9% |
| 3M | -3.2% | +11.7% | -14.9% | -9.3% |
| 6M | +16.4% | +28.2% | -11.8% | +0.2% |
| YTD | -12.4% | +34.8% | -47.2% | -25.9% |
| 1Y | -6.9% | +51.1% | -57.9% | -23.5% |
| All | -6.9% | +52.0% | -58.8% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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