+82.8%
ARES vs CDW
-4.0%
+86.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.3% |
| 7D | +0.5% | +9.3% | -8.9% | -3.9% |
| 30D | +19.7% | +14.4% | +5.3% | +11.3% |
| 3M | -9.0% | +21.4% | -30.4% | -18.6% |
| 6M | +11.5% | +72.8% | -61.3% | -20.3% |
| YTD | -13.8% | +28.0% | -41.9% | -29.0% |
| 1Y | -5.6% | +19.3% | -24.9% | -18.4% |
| 3Y | +36.1% | -15.3% | +51.4% | +39.3% |
| All | +82.8% | -4.0% | +86.8% | +55.8% |
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 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