+751.2%
NVT vs ARES
+732.9%
+18.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.3% | +4.7% |
| 7D | +10.4% | -0.3% | +10.7% | +10.5% |
| 30D | -1.3% | +1.3% | -2.6% | -2.3% |
| 3M | -0.6% | +10.4% | -11.0% | -6.6% |
| 6M | +53.8% | +29.0% | +24.8% | +31.5% |
| YTD | +60.2% | -12.2% | +72.4% | +65.0% |
| 1Y | +76.8% | -18.4% | +95.2% | +88.0% |
| 3Y | +191.2% | +43.2% | +148.1% | +129.0% |
| 5Y | +430.9% | +102.6% | +328.3% | +232.6% |
| All | +751.2% | +732.9% | +18.4% | +145.7% |
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 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