+1,267.4%
ARES vs IWD
+212.1%
+1,055.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.0% | +2.2% | +1.5% |
| 7D | +5.0% | +1.3% | +3.7% | +3.4% |
| 30D | +19.1% | +3.6% | +15.5% | +13.9% |
| 3M | +3.1% | +2.3% | +0.7% | +0.4% |
| 6M | +12.9% | +13.0% | -0.2% | -3.1% |
| YTD | -10.7% | +26.2% | -36.8% | -33.1% |
| 1Y | -5.5% | +30.5% | -36.0% | -32.2% |
| 3Y | +45.0% | +86.2% | -41.2% | -31.4% |
| 5Y | +87.4% | +72.9% | +14.5% | +0.2% |
| 10Y | +1,267.4% | +205.0% | +1,062.4% | +285.1% |
| All | +1,267.4% | +212.1% | +1,055.3% | +285.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 10y: compounded portfolio wealth divided by compounded IWD 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…
10y analysis · Full analysis span regression · 6 months rolling