-10.8%
NVTS vs ARES
-9.0%
-1.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +6.1% | +2.9% | +6.1% |
| 7D | -0.3% | +10.5% | -10.8% | -5.3% |
| 30D | -24.4% | +16.8% | -41.2% | -30.3% |
| 3M | -26.5% | -3.2% | -23.2% | -25.8% |
| 6M | -41.4% | +16.4% | -57.8% | -46.1% |
| YTD | +30.7% | -12.4% | +43.1% | +54.9% |
| 1Y | -10.8% | -6.9% | -3.9% | -0.1% |
| All | -10.8% | -9.0% | -1.9% | -0.1% |
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