+1,101.8%
NBIS vs ARES
-16.3%
+1,118.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.6% | +0.6% |
| 7D | +17.8% | -2.7% | +20.4% | +19.7% |
| 30D | +30.5% | -2.4% | +32.9% | +31.6% |
| 3M | +9.2% | +3.9% | +5.3% | +4.7% |
| 6M | +153.2% | +26.4% | +126.8% | +104.8% |
| YTD | +187.1% | -14.9% | +202.0% | +223.3% |
| 1Y | +151.1% | -20.4% | +171.5% | +193.2% |
| All | +1,101.8% | -16.3% | +1,118.0% | +1,444.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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