+1,164.6%
ARES vs WCN
+508.3%
+656.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.4% |
| 7D | -1.7% | -0.6% | -1.0% | -1.3% |
| 30D | +0.3% | +0.4% | -0.2% | 0.0% |
| 3M | +8.5% | +7.3% | +1.2% | +3.8% |
| 6M | +23.5% | -2.5% | +26.0% | +23.5% |
| YTD | -11.2% | -5.4% | -5.9% | -10.0% |
| 1Y | -19.3% | -8.5% | -10.8% | -16.9% |
| 3Y | +48.7% | +20.8% | +27.9% | +27.9% |
| 5Y | +106.5% | +30.0% | +76.5% | +69.6% |
| 10Y | +1,055.3% | +238.4% | +816.9% | +548.4% |
| All | +1,164.6% | +508.3% | +656.4% | +515.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling