-6.9%
ARES vs WST
+47.3%
-54.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.4% | +5.7% | +6.1% |
| 7D | +10.5% | +1.3% | +9.2% | +10.3% |
| 30D | +16.8% | +8.5% | +8.3% | +15.4% |
| 3M | -3.2% | +17.2% | -20.4% | -5.6% |
| 6M | +16.4% | +36.3% | -19.8% | +9.2% |
| YTD | -12.4% | +48.9% | -61.3% | -23.1% |
| 1Y | -6.9% | +42.9% | -49.8% | -16.9% |
| All | -6.9% | +47.3% | -54.2% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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