+45.4%
NU vs ARES
+90.3%
-44.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | +1.8% |
| 7D | -4.2% | -7.7% | +3.5% | +0.4% |
| 30D | +10.0% | -8.7% | +18.8% | +15.7% |
| 3M | +29.3% | +2.8% | +26.4% | +24.9% |
| 6M | +0.9% | +23.1% | -22.1% | -14.0% |
| YTD | -10.3% | -17.3% | +7.0% | -3.2% |
| 1Y | -3.2% | -24.3% | +21.1% | +9.6% |
| 3Y | +120.6% | +34.9% | +85.6% | +47.5% |
| All | +45.4% | +90.3% | -44.9% | -34.4% |
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 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