+48.9%
NVTS vs ARES
+37.5%
+11.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.0% | -7.4% | -7.0% |
| 7D | +3.9% | +0.5% | +3.5% | +3.8% |
| 30D | -4.3% | +19.7% | -24.0% | -15.4% |
| 3M | -34.5% | -9.0% | -25.5% | -30.5% |
| 6M | -57.7% | +11.5% | -69.3% | -61.3% |
| YTD | +25.4% | -13.8% | +39.2% | +38.9% |
| 1Y | +13.1% | -5.6% | +18.7% | +15.9% |
| 3Y | +48.9% | +36.1% | +12.8% | +27.6% |
| All | +48.9% | +37.5% | +11.4% | +27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling