+10.1%
NEE vs ARES
+97.0%
-86.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -0.9% |
| 7D | -0.5% | -2.7% | +2.1% | -0.1% |
| 30D | -1.7% | -2.4% | +0.7% | -1.4% |
| 3M | -1.8% | +3.9% | -5.8% | -2.7% |
| 6M | -8.8% | +26.4% | -35.2% | -12.9% |
| YTD | +5.2% | -14.9% | +20.1% | +7.3% |
| 1Y | +21.3% | -20.4% | +41.8% | +25.0% |
| 3Y | +35.2% | +38.8% | -3.6% | +15.4% |
| 5Y | +10.1% | +97.0% | -86.8% | -20.1% |
| All | +10.1% | +97.0% | -86.9% | -20.1% |
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