-26.1%
ARES vs NUE
+85.4%
-111.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.2% |
| 7D | -6.1% | -0.6% | -5.4% | -5.9% |
| 30D | -7.5% | -4.6% | -3.0% | -6.0% |
| 3M | +0.1% | -0.3% | +0.4% | +0.1% |
| 6M | +30.3% | +51.9% | -21.6% | +10.8% |
| YTD | -16.6% | +60.0% | -76.6% | -29.8% |
| 1Y | -26.1% | +82.9% | -109.0% | -42.4% |
| All | -26.1% | +85.4% | -111.5% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 1y: compounded portfolio wealth divided by compounded NUE 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…
1y analysis · Full analysis span regression · 6 months rolling