+106.6%
ARES vs CDW
-19.1%
+125.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.5% |
| 7D | -1.7% | +3.2% | -4.8% | -3.2% |
| 30D | +0.3% | +9.3% | -9.0% | -4.5% |
| 3M | +8.5% | +9.8% | -1.3% | +1.7% |
| 6M | +23.5% | +23.3% | +0.1% | +4.6% |
| YTD | -11.2% | +13.7% | -24.9% | -21.3% |
| 1Y | -19.3% | -6.5% | -12.8% | -19.3% |
| 3Y | +48.7% | -25.2% | +73.9% | +63.7% |
| All | +106.6% | -19.1% | +125.7% | +104.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling