+479.4%
NBIS vs ARES
-15.2%
+494.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.0% | -10.9% | -10.5% |
| 7D | -10.5% | +0.5% | -11.0% | -10.5% |
| 30D | -37.7% | +19.7% | -57.4% | -45.0% |
| 3M | -54.6% | -9.0% | -45.6% | -52.1% |
| 6M | -44.1% | +11.5% | -55.6% | -49.2% |
| YTD | +38.4% | -13.8% | +52.3% | +53.9% |
| 1Y | +30.7% | -5.6% | +36.3% | +33.0% |
| All | +479.4% | -15.2% | +494.6% | +635.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling