+1,089.9%
ARES vs BUD
-3.2%
+1,093.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.1% | -3.2% |
| 7D | -0.3% | -1.6% | +1.3% | +0.3% |
| 30D | +15.3% | +6.7% | +8.6% | +12.7% |
| 3M | -5.4% | +5.9% | -11.3% | -7.3% |
| 6M | +10.0% | +5.1% | +5.0% | +7.4% |
| YTD | -14.7% | +32.9% | -47.6% | -24.2% |
| 1Y | -9.7% | +31.8% | -41.5% | -19.6% |
| 3Y | +35.8% | +47.4% | -11.6% | +13.1% |
| 5Y | +80.9% | +50.8% | +30.1% | +47.1% |
| All | +1,089.9% | -3.2% | +1,093.1% | +916.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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