+1,101.7%
ARES vs WEC
+197.9%
+903.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.7% |
| 7D | +0.5% | +2.3% | -1.9% | -0.4% |
| 30D | +19.7% | +11.1% | +8.6% | +15.2% |
| 3M | -9.0% | +8.4% | -17.4% | -11.6% |
| 6M | +11.5% | +7.5% | +4.0% | +8.3% |
| YTD | -13.8% | +15.3% | -29.2% | -18.9% |
| 1Y | -5.6% | +9.7% | -15.3% | -9.5% |
| 3Y | +36.1% | +64.7% | -28.6% | +9.1% |
| 5Y | +82.7% | +57.3% | +25.4% | +48.1% |
| All | +1,101.7% | +197.9% | +903.7% | +875.2% |
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