+70.8%
NVT vs ARES
-23.8%
+94.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.9% | +4.5% |
| 7D | +4.1% | -6.1% | +10.1% | +5.5% |
| 30D | -5.1% | -7.5% | +2.4% | -3.6% |
| 3M | -1.2% | +0.1% | -1.3% | -1.6% |
| 6M | +46.6% | +30.3% | +16.3% | +37.8% |
| YTD | +60.0% | -16.6% | +76.6% | +63.7% |
| 1Y | +70.8% | -26.1% | +96.9% | +74.4% |
| All | +70.8% | -23.8% | +94.6% | +74.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling