+106.6%
ARES vs WST
-25.7%
+132.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | -1.7% | +0.7% | -2.4% | -1.8% |
| 30D | +0.3% | -3.1% | +3.4% | +1.0% |
| 3M | +8.5% | +7.2% | +1.3% | +6.3% |
| 6M | +23.5% | +36.8% | -13.3% | +13.1% |
| YTD | -11.2% | +23.8% | -35.1% | -16.7% |
| 1Y | -19.3% | +37.8% | -57.1% | -26.8% |
| 3Y | +48.7% | -15.9% | +64.6% | +47.4% |
| All | +106.6% | -25.7% | +132.3% | +117.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling