+1,127.5%
ARES vs WPM
+588.6%
+538.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.0% |
| 7D | +0.5% | -3.6% | +4.0% | +0.9% |
| 30D | +19.7% | +1.4% | +18.2% | +19.3% |
| 3M | -9.0% | -0.2% | -8.8% | -9.2% |
| 6M | +11.5% | -7.3% | +18.9% | +11.9% |
| YTD | -13.8% | +12.3% | -26.2% | -15.9% |
| 1Y | -5.6% | +24.9% | -30.5% | -9.0% |
| 3Y | +36.1% | +210.4% | -174.3% | +17.6% |
| 5Y | +82.7% | +210.4% | -127.7% | +56.2% |
| 10Y | +1,101.7% | +731.7% | +370.0% | +889.6% |
| All | +1,127.5% | +588.6% | +538.9% | +913.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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