+961.2%
ARES vs BNS
+188.9%
+772.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.3% |
| 7D | -6.1% | -0.4% | -5.7% | -5.8% |
| 30D | -7.5% | +3.5% | -11.0% | -10.1% |
| 3M | +0.1% | +14.1% | -14.0% | -9.4% |
| 6M | +30.3% | +33.8% | -3.5% | +5.0% |
| YTD | -16.6% | +29.5% | -46.1% | -31.3% |
| 1Y | -26.1% | +48.4% | -74.5% | -45.0% |
| 3Y | +36.4% | +129.6% | -93.2% | -27.7% |
| 5Y | +95.0% | +96.1% | -1.1% | +18.0% |
| All | +961.2% | +188.9% | +772.3% | +391.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling