-19.3%
ARES vs NVS
+27.7%
-47.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.8% |
| 7D | -1.7% | +4.0% | -5.7% | -2.0% |
| 30D | +0.3% | +3.6% | -3.3% | 0.0% |
| 3M | +8.5% | +7.8% | +0.7% | +6.8% |
| 6M | +23.5% | -0.2% | +23.6% | +21.7% |
| YTD | -11.2% | +19.6% | -30.8% | -14.2% |
| 1Y | -19.3% | +28.4% | -47.7% | -22.0% |
| All | -19.3% | +27.7% | -47.0% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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