+103.3%
NU vs ARES
+38.2%
+65.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -0.9% |
| 7D | -2.6% | -2.7% | +0.1% | -1.5% |
| 30D | +8.2% | -2.4% | +10.6% | +9.0% |
| 3M | +26.3% | +3.9% | +22.3% | +23.0% |
| 6M | +2.2% | +26.4% | -24.1% | -9.2% |
| YTD | -10.4% | -14.9% | +4.5% | -5.7% |
| 1Y | -3.0% | -20.4% | +17.4% | +4.8% |
| All | +103.3% | +38.2% | +65.1% | +57.0% |
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 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