+95.5%
ARES vs NTRA
+172.0%
-76.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | -6.1% | +0.2% | -6.3% | -6.1% |
| 30D | -7.5% | +4.1% | -11.6% | -8.4% |
| 3M | +0.1% | +50.0% | -49.9% | -9.9% |
| 6M | +30.3% | +67.3% | -37.0% | +13.5% |
| YTD | -16.6% | +43.6% | -60.2% | -25.0% |
| 1Y | -26.1% | +89.2% | -115.3% | -37.8% |
| 3Y | +36.4% | +502.5% | -466.1% | -13.4% |
| All | +95.5% | +172.0% | -76.5% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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