+1,164.6%
ARES vs WEC
+229.1%
+935.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | -1.7% | -0.3% | -1.4% | -1.6% |
| 30D | +0.3% | -1.3% | +1.6% | +0.6% |
| 3M | +8.5% | -3.9% | +12.4% | +9.5% |
| 6M | +23.5% | -8.3% | +31.8% | +26.2% |
| YTD | -11.2% | +3.1% | -14.3% | -12.6% |
| 1Y | -19.3% | +1.9% | -21.2% | -20.3% |
| 3Y | +48.7% | +41.9% | +6.7% | +30.5% |
| 5Y | +106.5% | +30.8% | +75.7% | +85.3% |
| 10Y | +1,055.3% | +141.9% | +913.4% | +915.5% |
| All | +1,164.6% | +229.1% | +935.5% | +997.1% |
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