-6.9%
ARES vs NVS
+37.6%
-44.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.6% | +2.6% | +5.5% |
| 7D | +10.5% | +5.7% | +4.8% | +9.6% |
| 30D | +16.8% | +17.1% | -0.2% | +14.6% |
| 3M | -3.2% | +7.6% | -10.9% | -4.4% |
| 6M | +16.4% | +14.1% | +2.3% | +12.2% |
| YTD | -12.4% | +23.3% | -35.7% | -18.1% |
| 1Y | -6.9% | +36.0% | -42.9% | -14.4% |
| All | -6.9% | +37.6% | -44.5% | -14.4% |
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