+953.0%
ARES vs WCN
+235.2%
+717.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.2% |
| 7D | -7.7% | -4.4% | -3.3% | -5.3% |
| 30D | -8.7% | -4.4% | -4.3% | -6.4% |
| 3M | +2.8% | +0.5% | +2.4% | +1.8% |
| 6M | +23.1% | -3.3% | +26.3% | +23.5% |
| YTD | -17.3% | -8.5% | -8.8% | -14.3% |
| 1Y | -24.3% | -8.9% | -15.4% | -21.8% |
| 3Y | +34.9% | +18.0% | +16.9% | +14.7% |
| 5Y | +93.5% | +25.0% | +68.4% | +57.1% |
| All | +953.0% | +235.2% | +717.8% | +506.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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