+39.3%
ARES vs NVD
-99.1%
+138.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -4.9% | -2.8% |
| 7D | -2.7% | +0.5% | -3.2% | -2.5% |
| 30D | -2.4% | -9.3% | +6.9% | -3.4% |
| 3M | +3.9% | -22.1% | +26.0% | +1.3% |
| 6M | +26.4% | -45.8% | +72.2% | +17.7% |
| YTD | -14.9% | -46.7% | +31.8% | -20.0% |
| 1Y | -20.4% | -59.5% | +39.0% | -27.5% |
| All | +39.3% | -99.1% | +138.4% | -19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling