+41.5%
NU vs ARES
+91.8%
-50.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.4% | -3.1% |
| 7D | -4.9% | -6.1% | +1.2% | -1.4% |
| 30D | +7.8% | -7.5% | +15.3% | +12.5% |
| 3M | +20.9% | +0.1% | +20.8% | +18.8% |
| 6M | +0.9% | +30.3% | -29.4% | -17.1% |
| YTD | -12.7% | -16.6% | +3.9% | -6.2% |
| 1Y | -6.4% | -26.1% | +19.7% | +8.0% |
| 3Y | +98.1% | +36.4% | +61.7% | +31.5% |
| All | +41.5% | +91.8% | -50.2% | -36.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling