+999.8%
ARES vs WEC
+141.2%
+858.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.2% | -2.8% |
| 7D | -2.7% | +0.4% | -3.1% | -2.8% |
| 30D | -2.4% | +0.9% | -3.3% | -2.8% |
| 3M | +3.9% | -5.3% | +9.2% | +5.7% |
| 6M | +26.4% | -6.6% | +33.0% | +28.8% |
| YTD | -14.9% | +3.3% | -18.1% | -16.6% |
| 1Y | -20.4% | +2.1% | -22.5% | -21.7% |
| 3Y | +38.8% | +39.6% | -0.8% | +18.8% |
| 5Y | +97.0% | +31.2% | +65.8% | +71.6% |
| 10Y | +999.8% | +148.4% | +851.4% | +814.6% |
| All | +999.8% | +141.2% | +858.6% | +814.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WEC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling