-5.6%
ARES vs WCN
+16.4%
-22.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.5% | +2.6% | -2.1% | +0.1% |
| 30D | +19.7% | +23.9% | -4.3% | +17.8% |
| 3M | -9.0% | +17.4% | -26.4% | -10.5% |
| 6M | +11.5% | +28.0% | -16.5% | +9.9% |
| YTD | -13.8% | +11.6% | -25.4% | -14.1% |
| 1Y | -5.6% | +16.9% | -22.5% | -3.4% |
| All | -5.6% | +16.4% | -22.0% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling