+1,127.5%
ARES vs NUE
+548.4%
+579.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.4% | +2.3% |
| 7D | +0.5% | +2.8% | -2.3% | -0.6% |
| 30D | +19.7% | -2.1% | +21.8% | +20.2% |
| 3M | -9.0% | -7.3% | -1.6% | -7.2% |
| 6M | +11.5% | +8.9% | +2.7% | +6.9% |
| YTD | -13.8% | +55.6% | -69.4% | -28.0% |
| 1Y | -5.6% | +74.7% | -80.2% | -24.5% |
| 3Y | +36.1% | +71.7% | -35.6% | +6.5% |
| 5Y | +82.7% | +141.2% | -58.5% | +23.1% |
| 10Y | +1,101.7% | +429.6% | +672.1% | +440.1% |
| All | +1,127.5% | +548.4% | +579.1% | +423.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling