-26.1%
ARES vs NVD
-52.8%
+26.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | -6.1% | +10.8% | -16.9% | -4.7% |
| 30D | -7.5% | +0.8% | -8.3% | -6.9% |
| 3M | +0.1% | -20.8% | +20.9% | -2.0% |
| 6M | +30.3% | -41.2% | +71.4% | +24.2% |
| YTD | -16.6% | -44.2% | +27.6% | -21.0% |
| 1Y | -26.1% | -54.2% | +28.1% | -30.0% |
| All | -26.1% | -52.8% | +26.7% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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