+113.0%
NVTS vs ARES
-18.2%
+131.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.3% | +6.8% |
| 7D | +2.7% | -1.7% | +4.4% | +3.6% |
| 30D | -4.5% | +0.3% | -4.7% | -5.1% |
| 3M | -61.5% | +8.5% | -70.0% | -63.2% |
| 6M | +28.0% | +23.5% | +4.5% | +13.9% |
| YTD | +65.3% | -11.2% | +76.5% | +89.7% |
| 1Y | +113.0% | -19.3% | +132.3% | +140.4% |
| All | +113.0% | -18.2% | +131.2% | +140.4% |
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