+97.0%
ARES vs GWW
+221.1%
-124.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.6% |
| 7D | -2.7% | -0.5% | -2.2% | -2.4% |
| 30D | -2.4% | -1.4% | -1.0% | -1.7% |
| 3M | +3.9% | -3.6% | +7.6% | +5.6% |
| 6M | +26.4% | +15.1% | +11.3% | +16.2% |
| YTD | -14.9% | +27.5% | -42.4% | -26.6% |
| 1Y | -20.4% | +29.6% | -50.0% | -32.1% |
| 3Y | +38.8% | +90.1% | -51.3% | -5.0% |
| 5Y | +97.0% | +222.6% | -125.6% | +0.9% |
| All | +97.0% | +221.1% | -124.1% | +0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling