+1,034.6%
ARES vs WEC
+143.2%
+891.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.1% | -1.5% |
| 7D | -0.3% | +0.8% | -1.1% | -0.6% |
| 30D | +1.3% | +0.3% | +1.0% | +1.1% |
| 3M | +10.4% | -2.9% | +13.3% | +11.2% |
| 6M | +29.0% | -5.9% | +34.9% | +31.2% |
| YTD | -12.2% | +4.1% | -16.3% | -14.2% |
| 1Y | -18.4% | +3.1% | -21.6% | -20.1% |
| 3Y | +43.2% | +40.8% | +2.4% | +22.2% |
| 5Y | +102.6% | +31.7% | +70.9% | +76.2% |
| All | +1,034.6% | +143.2% | +891.3% | +840.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling