+1,164.6%
ARES vs BUD
-1.6%
+1,166.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -1.7% | +0.3% | -1.9% | -1.8% |
| 30D | +0.3% | -5.7% | +5.9% | +2.2% |
| 3M | +8.5% | +3.1% | +5.4% | +6.9% |
| 6M | +23.5% | +7.9% | +15.6% | +19.4% |
| YTD | -11.2% | +27.3% | -38.6% | -19.3% |
| 1Y | -19.3% | +37.8% | -57.1% | -28.8% |
| 3Y | +48.7% | +49.8% | -1.2% | +24.5% |
| 5Y | +106.5% | +43.8% | +62.7% | +73.7% |
| 10Y | +1,055.3% | -22.6% | +1,078.0% | +923.1% |
| All | +1,164.6% | -1.6% | +1,166.2% | +1,041.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling