+1,115.4%
ARES vs GWW
+627.2%
+488.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.1% | -4.4% | -3.8% |
| 7D | -0.3% | +3.7% | -4.0% | -1.9% |
| 30D | +15.3% | +13.6% | +1.7% | +9.2% |
| 3M | -5.4% | +15.4% | -20.7% | -11.0% |
| 6M | +10.0% | +21.8% | -11.8% | +0.9% |
| YTD | -14.7% | +50.0% | -64.7% | -28.9% |
| 1Y | -9.7% | +60.2% | -69.9% | -26.9% |
| 3Y | +35.8% | +94.4% | -58.5% | +1.5% |
| 5Y | +80.9% | +221.8% | -140.9% | +9.5% |
| 10Y | +1,089.9% | +665.8% | +424.1% | +448.0% |
| All | +1,115.4% | +627.2% | +488.2% | +472.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling