+1,029.6%
ARES vs BUD
-23.5%
+1,053.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.8% |
| 7D | -0.3% | +0.8% | -1.1% | -0.6% |
| 30D | +1.3% | -4.8% | +6.1% | +3.0% |
| 3M | +10.4% | +1.4% | +9.0% | +9.3% |
| 6M | +29.0% | +9.9% | +19.1% | +23.8% |
| YTD | -12.2% | +26.3% | -38.5% | -20.3% |
| 1Y | -18.4% | +36.1% | -54.6% | -28.2% |
| 3Y | +43.2% | +48.6% | -5.4% | +18.9% |
| 5Y | +102.6% | +45.0% | +57.6% | +67.8% |
| 10Y | +1,029.6% | -23.1% | +1,052.7% | +829.0% |
| All | +1,029.6% | -23.5% | +1,053.2% | +829.0% |
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