+34.8%
ARES vs IWD
+84.7%
-50.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -2.6% |
| 7D | -0.3% | +1.7% | -2.0% | -3.1% |
| 30D | +15.3% | +3.2% | +12.1% | +9.2% |
| 3M | -5.4% | +2.3% | -7.7% | -8.7% |
| 6M | +10.0% | +12.9% | -2.9% | -10.1% |
| YTD | -14.7% | +26.2% | -40.9% | -41.9% |
| 1Y | -9.7% | +28.3% | -38.0% | -40.1% |
| All | +34.8% | +84.7% | -50.0% | -38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling