+1,112.5%
ARES vs WTW
+248.6%
+863.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.6% | +0.5% | -1.4% |
| 7D | -2.7% | -7.1% | +4.4% | +0.7% |
| 30D | -2.4% | -8.5% | +6.1% | +1.6% |
| 3M | +3.9% | +20.6% | -16.6% | -5.6% |
| 6M | +26.4% | +7.2% | +19.2% | +20.4% |
| YTD | -14.9% | -3.9% | -11.0% | -15.3% |
| 1Y | -20.4% | -3.6% | -16.8% | -21.1% |
| 3Y | +38.8% | +60.7% | -21.9% | +3.3% |
| 5Y | +97.0% | +42.2% | +54.8% | +56.6% |
| 10Y | +999.8% | +195.5% | +804.3% | +557.8% |
| All | +1,112.5% | +248.6% | +863.8% | +621.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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