-26.1%
ARES vs NVS
+10.8%
-36.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -6.1% | -14.3% | +8.2% | -4.8% |
| 30D | -7.5% | -10.0% | +2.4% | -6.7% |
| 3M | +0.1% | -10.9% | +11.0% | +0.9% |
| 6M | +30.3% | -12.0% | +42.2% | +29.8% |
| YTD | -16.6% | +2.5% | -19.1% | -18.5% |
| 1Y | -26.1% | +10.7% | -36.8% | -28.1% |
| All | -26.1% | +10.8% | -36.9% | -28.1% |
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