-5.6%
ARES vs WU
-15.0%
+9.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.7% |
| 7D | +0.5% | -2.0% | +2.5% | +0.9% |
| 30D | +19.7% | +11.4% | +8.3% | +16.8% |
| 3M | -9.0% | -6.8% | -2.2% | -8.3% |
| 6M | +11.5% | -14.6% | +26.2% | +13.5% |
| YTD | -13.8% | -20.6% | +6.8% | -11.1% |
| 1Y | -5.6% | -15.4% | +9.8% | -3.4% |
| All | -5.6% | -15.0% | +9.4% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling