+51.1%
ARES vs NVD
-98.5%
+149.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.9% | -2.9% | +1.6% |
| 7D | +0.5% | +28.6% | -28.2% | +4.5% |
| 30D | +19.7% | +73.6% | -54.0% | +30.7% |
| 3M | -9.0% | +70.1% | -79.1% | -0.2% |
| 6M | +11.5% | +53.6% | -42.0% | +22.3% |
| YTD | -13.8% | -7.0% | -6.8% | -11.3% |
| 1Y | -5.6% | -9.0% | +3.4% | -2.8% |
| 3Y | +36.1% | -98.3% | +134.5% | -9.8% |
| All | +51.1% | -98.5% | +149.7% | -2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling