+816.4%
ARES vs NTR
+103.7%
+712.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -2.7% | +0.5% | -3.2% | -2.8% |
| 30D | -2.4% | +21.7% | -24.1% | -8.4% |
| 3M | +3.9% | +22.8% | -18.8% | -3.1% |
| 6M | +26.4% | +8.2% | +18.2% | +21.3% |
| YTD | -14.9% | +32.9% | -47.8% | -24.3% |
| 1Y | -20.4% | +45.3% | -65.7% | -31.8% |
| 3Y | +38.8% | +41.7% | -2.9% | +17.2% |
| 5Y | +97.0% | +49.8% | +47.1% | +50.9% |
| All | +816.4% | +103.7% | +712.7% | +427.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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