-20.4%
ARES vs WEC
+2.5%
-22.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.2% | -3.2% |
| 7D | -2.7% | +0.4% | -3.1% | -2.6% |
| 30D | -2.4% | +0.9% | -3.3% | -2.3% |
| 3M | +3.9% | -5.3% | +9.2% | +2.8% |
| 6M | +26.4% | -6.6% | +33.0% | +24.6% |
| YTD | -14.9% | +3.3% | -18.1% | -16.0% |
| 1Y | -20.4% | +2.1% | -22.5% | -23.0% |
| All | -20.4% | +2.5% | -22.9% | -23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling