+102.6%
ARES vs WCC
+229.6%
-127.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -2.1% |
| 7D | -0.3% | +8.5% | -8.8% | -3.7% |
| 30D | +1.3% | -1.0% | +2.3% | +1.3% |
| 3M | +10.4% | +2.1% | +8.2% | +8.2% |
| 6M | +29.0% | +36.8% | -7.8% | +10.1% |
| YTD | -12.2% | +47.7% | -59.9% | -27.8% |
| 1Y | -18.4% | +66.5% | -85.0% | -37.0% |
| 3Y | +43.2% | +134.2% | -91.0% | -10.8% |
| 5Y | +102.6% | +231.6% | -129.0% | -0.7% |
| All | +102.6% | +229.6% | -127.0% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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