+168.8%
NVO vs ARES
+1,181.8%
-1,013.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.9% |
| 7D | +0.1% | -0.3% | +0.4% | +0.2% |
| 30D | -3.2% | +1.3% | -4.5% | -3.5% |
| 3M | +11.5% | +10.4% | +1.1% | +8.5% |
| 6M | +22.9% | +29.0% | -6.1% | +15.0% |
| YTD | -6.8% | -12.2% | +5.4% | -5.1% |
| 1Y | -12.6% | -18.4% | +5.8% | -10.0% |
| 3Y | -49.6% | +43.2% | -92.8% | -54.4% |
| 5Y | +0.6% | +102.6% | -102.0% | -16.8% |
| 10Y | +148.3% | +1,029.6% | -881.3% | +54.8% |
| All | +168.8% | +1,181.8% | -1,013.0% | +62.3% |
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