+36.0%
ARES vs NVDX
+772.1%
-736.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | -6.1% | -10.2% | +4.1% | -4.5% |
| 30D | -7.5% | -7.3% | -0.2% | -6.8% |
| 3M | +0.1% | +5.5% | -5.4% | -1.9% |
| 6M | +30.3% | +18.3% | +12.0% | +24.0% |
| YTD | -16.6% | +11.4% | -28.1% | -20.3% |
| 1Y | -26.1% | +12.7% | -38.8% | -30.3% |
| All | +36.0% | +772.1% | -736.1% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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