+22.0%
BMY vs ARES
+38.2%
-16.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.6% | -0.3% |
| 7D | -4.8% | -2.7% | -2.1% | -4.7% |
| 30D | -0.7% | -2.4% | +1.7% | -0.5% |
| 3M | +15.3% | +3.9% | +11.4% | +15.2% |
| 6M | +8.5% | +26.4% | -17.8% | +7.3% |
| YTD | +23.4% | -14.9% | +38.3% | +23.7% |
| 1Y | +42.9% | -20.4% | +63.3% | +43.6% |
| All | +22.0% | +38.2% | -16.2% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 3y: compounded portfolio wealth divided by compounded ARES 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…
3y analysis · Full analysis span regression · 6 months rolling