-18.4%
ARES vs CDW
-13.2%
-5.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.2% | +4.1% | 0.0% |
| 7D | -0.3% | -3.9% | +3.5% | +0.5% |
| 30D | +1.3% | +6.9% | -5.6% | -0.2% |
| 3M | +10.4% | +7.7% | +2.7% | +8.2% |
| 6M | +29.0% | +18.3% | +10.7% | +20.5% |
| YTD | -12.2% | +7.8% | -20.0% | -15.8% |
| 1Y | -18.4% | -12.2% | -6.3% | -18.8% |
| All | -18.4% | -13.2% | -5.3% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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