+87.4%
ARES vs WING
+9.2%
+78.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.4% | -4.2% | +2.1% |
| 7D | +5.0% | +8.6% | -3.6% | +2.8% |
| 30D | +19.1% | +44.8% | -25.7% | +8.1% |
| 3M | +3.1% | +51.9% | -48.9% | -8.5% |
| 6M | +12.9% | +37.2% | -24.4% | +1.6% |
| YTD | -10.7% | -25.3% | +14.6% | -6.2% |
| 1Y | -5.5% | -25.1% | +19.6% | -1.3% |
| 3Y | +45.0% | -12.9% | +57.9% | +27.9% |
| 5Y | +87.4% | +12.0% | +75.4% | +36.0% |
| All | +87.4% | +9.2% | +78.2% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 5y: compounded portfolio wealth divided by compounded WING 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…
5y analysis · Full analysis span regression · 6 months rolling