+2,490.2%
NVDL vs ARES
+100.6%
+2,389.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.9% |
| 7D | -10.3% | -6.1% | -4.2% | -4.7% |
| 30D | -7.1% | -7.5% | +0.4% | -0.2% |
| 3M | +6.6% | +0.1% | +6.5% | +4.2% |
| 6M | +21.1% | +30.3% | -9.2% | -12.6% |
| YTD | +15.2% | -16.6% | +31.8% | +31.8% |
| 1Y | +18.8% | -26.1% | +44.9% | +53.8% |
| 3Y | +649.9% | +36.4% | +613.5% | +413.8% |
| All | +2,490.2% | +100.6% | +2,389.6% | +922.6% |
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