+93.5%
ARES vs NUE
+142.4%
-48.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.8% | -2.4% |
| 7D | -7.7% | -2.7% | -5.0% | -6.7% |
| 30D | -8.7% | -6.1% | -2.7% | -6.6% |
| 3M | +2.8% | +2.2% | +0.6% | +1.3% |
| 6M | +23.1% | +50.8% | -27.7% | +3.1% |
| YTD | -17.3% | +57.5% | -74.8% | -32.0% |
| 1Y | -24.3% | +82.5% | -106.8% | -41.7% |
| 3Y | +34.9% | +61.7% | -26.8% | +4.5% |
| 5Y | +93.5% | +145.1% | -51.7% | +27.0% |
| All | +93.5% | +142.4% | -48.9% | +27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling