+1,157.4%
ARES vs WCN
+610.6%
+546.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.4% |
| 7D | +0.8% | +0.4% | +0.3% | +0.5% |
| 30D | +16.7% | +25.3% | -8.6% | +3.8% |
| 3M | -2.6% | +15.4% | -18.1% | -9.7% |
| 6M | +13.0% | +27.8% | -14.9% | -1.4% |
| YTD | -11.7% | +10.6% | -22.3% | -17.5% |
| 1Y | -6.7% | +15.8% | -22.5% | -15.1% |
| 3Y | +40.5% | +50.3% | -9.8% | +7.6% |
| 5Y | +88.2% | +46.9% | +41.3% | +45.3% |
| 10Y | +1,131.0% | +318.8% | +812.2% | +528.0% |
| All | +1,157.4% | +610.6% | +546.7% | +464.6% |
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