+1,171.2%
ARES vs WEC
+263.5%
+907.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +8.1% | +1.4% | +6.7% | +7.7% |
| 30D | +18.9% | +12.8% | +6.1% | +14.8% |
| 3M | +2.3% | +11.2% | -8.9% | -0.8% |
| 6M | +12.7% | +6.6% | +6.1% | +10.4% |
| YTD | -10.8% | +13.8% | -24.6% | -14.6% |
| 1Y | -5.3% | +7.6% | -13.0% | -7.9% |
| 3Y | +42.0% | +62.2% | -20.2% | +19.8% |
| 5Y | +88.3% | +52.0% | +36.3% | +61.7% |
| 10Y | +1,148.2% | +189.4% | +958.8% | +970.4% |
| All | +1,171.2% | +263.5% | +907.8% | +971.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling