+953.0%
ARES vs WU
-39.5%
+992.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.5% |
| 7D | -7.7% | -5.0% | -2.7% | -5.9% |
| 30D | -8.7% | -2.3% | -6.5% | -7.9% |
| 3M | +2.8% | -3.2% | +6.1% | +2.3% |
| 6M | +23.1% | -25.0% | +48.1% | +35.2% |
| YTD | -17.3% | -21.7% | +4.4% | -10.8% |
| 1Y | -24.3% | -9.0% | -15.3% | -24.1% |
| 3Y | +34.9% | -28.9% | +63.8% | +45.9% |
| 5Y | +93.5% | -51.0% | +144.5% | +143.9% |
| All | +953.0% | -39.5% | +992.5% | +1,050.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling