-3.1%
NVO vs ARES
+94.4%
-97.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.3% |
| 7D | -7.6% | -6.1% | -1.5% | -6.0% |
| 30D | -6.0% | -7.5% | +1.6% | -4.0% |
| 3M | -0.8% | +0.1% | -0.9% | -1.5% |
| 6M | +16.5% | +30.3% | -13.8% | +6.8% |
| YTD | -11.1% | -16.6% | +5.5% | -8.1% |
| 1Y | -16.7% | -26.1% | +9.4% | -11.7% |
| 3Y | -52.9% | +36.4% | -89.3% | -58.0% |
| All | -3.1% | +94.4% | -97.5% | -23.7% |
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