-6.9%
ARES vs NVMI
-11.6%
+4.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.4% | +8.6% | +6.6% |
| 7D | +10.5% | -11.8% | +22.3% | +12.9% |
| 30D | +16.8% | -24.8% | +41.7% | +22.9% |
| 3M | -3.2% | -28.6% | +25.3% | +2.6% |
| 6M | +16.4% | -40.0% | +56.4% | +25.6% |
| YTD | -12.4% | -10.1% | -2.3% | -15.8% |
| 1Y | -6.9% | -9.8% | +2.9% | -10.5% |
| All | -6.9% | -11.6% | +4.7% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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