+1,121.7%
ARES vs CDW
+544.3%
+577.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.6% |
| 7D | +4.5% | +2.1% | +2.5% | +3.3% |
| 30D | +15.7% | +14.7% | +1.0% | +8.1% |
| 3M | -2.0% | +11.1% | -13.1% | -7.8% |
| 6M | +10.4% | +45.6% | -35.2% | -10.6% |
| YTD | -14.2% | +17.1% | -31.3% | -24.5% |
| 1Y | -7.8% | +13.2% | -20.9% | -17.4% |
| 3Y | +41.4% | -22.2% | +63.6% | +49.0% |
| 5Y | +83.7% | -10.1% | +93.8% | +79.6% |
| 10Y | +1,204.1% | +307.0% | +897.1% | +765.9% |
| All | +1,121.7% | +544.3% | +577.4% | +671.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling