-55.6%
NVTS vs ARES
+82.0%
-137.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.0% | -7.4% | -7.2% |
| 7D | +3.9% | +0.5% | +3.5% | +3.7% |
| 30D | -4.3% | +19.7% | -24.0% | -17.9% |
| 3M | -34.5% | -9.0% | -25.5% | -29.7% |
| 6M | -57.7% | +11.5% | -69.3% | -62.3% |
| YTD | +25.4% | -13.8% | +39.2% | +37.7% |
| 1Y | +13.1% | -5.6% | +18.7% | +13.2% |
| 3Y | +48.9% | +36.1% | +12.8% | -2.5% |
| All | -55.6% | +82.0% | -137.6% | -82.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling