+48.4%
NU vs ARES
+101.9%
-53.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.4% |
| 7D | +6.0% | -0.3% | +6.4% | +6.2% |
| 30D | +10.8% | +1.3% | +9.5% | +9.4% |
| 3M | +32.2% | +10.4% | +21.8% | +22.5% |
| 6M | +5.1% | +29.0% | -23.9% | -12.8% |
| YTD | -8.4% | -12.2% | +3.8% | -4.6% |
| 1Y | +0.7% | -18.4% | +19.2% | +8.9% |
| 3Y | +125.1% | +43.2% | +81.9% | +45.4% |
| All | +48.4% | +101.9% | -53.5% | -35.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling