+82.8%
ARES vs BNS
+78.5%
+4.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +0.5% | +0.9% | -0.5% | -0.2% |
| 30D | +19.7% | +2.8% | +16.9% | +17.2% |
| 3M | -9.0% | +3.0% | -12.0% | -11.3% |
| 6M | +11.5% | +23.3% | -11.7% | -5.8% |
| YTD | -13.8% | +29.3% | -43.2% | -30.2% |
| 1Y | -5.6% | +41.7% | -47.3% | -29.0% |
| 3Y | +36.1% | +147.7% | -111.6% | -38.1% |
| All | +82.8% | +78.5% | +4.2% | +22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling