+36.4%
ARES vs NVMI
+207.9%
-171.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.4% |
| 7D | -6.1% | -0.1% | -6.0% | -6.0% |
| 30D | -7.5% | -8.4% | +0.9% | -5.6% |
| 3M | +0.1% | -33.6% | +33.7% | +10.3% |
| 6M | +30.3% | -14.7% | +44.9% | +31.8% |
| YTD | -16.6% | +13.2% | -29.8% | -22.9% |
| 1Y | -26.1% | +29.0% | -55.1% | -34.9% |
| 3Y | +36.4% | +215.0% | -178.6% | -12.1% |
| All | +36.4% | +207.9% | -171.4% | -12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling