-6.9%
ARES vs WSM
+44.0%
-50.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.5% | -0.3% | +2.9% |
| 7D | +10.5% | +8.0% | +2.5% | +6.4% |
| 30D | +16.8% | +13.5% | +3.3% | +9.9% |
| 3M | -3.2% | +8.8% | -12.1% | -7.3% |
| 6M | +16.4% | +54.7% | -38.3% | -7.5% |
| YTD | -12.4% | +53.3% | -65.7% | -29.0% |
| 1Y | -6.9% | +41.1% | -48.0% | -22.3% |
| All | -6.9% | +44.0% | -50.8% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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