+1,101.7%
ARES vs ARWR
+1,024.2%
+77.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.8% |
| 7D | +0.5% | -17.8% | +18.3% | +2.7% |
| 30D | +19.7% | -18.1% | +37.8% | +22.3% |
| 3M | -9.0% | -44.2% | +35.2% | -2.6% |
| 6M | +11.5% | -38.6% | +50.2% | +17.4% |
| YTD | -13.8% | -28.0% | +14.2% | -11.4% |
| 1Y | -5.6% | +16.1% | -21.7% | -9.1% |
| 3Y | +36.1% | +84.0% | -47.9% | +17.3% |
| 5Y | +82.7% | -35.4% | +118.1% | +69.6% |
| All | +1,101.7% | +1,024.2% | +77.4% | +896.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling