+106.6%
ARES vs NIO
-90.7%
+197.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.7% |
| 7D | -1.7% | -13.0% | +11.4% | +0.3% |
| 30D | +0.3% | -18.3% | +18.6% | +3.2% |
| 3M | +8.5% | -33.2% | +41.7% | +14.8% |
| 6M | +23.5% | -21.5% | +45.0% | +26.2% |
| YTD | -11.2% | -25.5% | +14.3% | -8.9% |
| 1Y | -19.3% | -38.0% | +18.7% | -15.6% |
| 3Y | +48.7% | -65.5% | +114.1% | +62.4% |
| All | +106.6% | -90.7% | +197.3% | +159.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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