-6.9%
ARES vs GWW
+55.5%
-62.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.5% | -0.4% | +4.0% |
| 7D | +10.5% | +11.1% | -0.6% | +7.0% |
| 30D | +16.8% | +15.7% | +1.1% | +11.8% |
| 3M | -3.2% | +14.8% | -18.0% | -7.2% |
| 6M | +16.4% | +30.9% | -14.5% | +8.0% |
| YTD | -12.4% | +48.5% | -60.9% | -22.0% |
| 1Y | -6.9% | +57.1% | -64.0% | -18.7% |
| All | -6.9% | +55.5% | -62.3% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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