-20.4%
ARES vs WU
-11.2%
-9.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.9% |
| 7D | -2.7% | -4.9% | +2.3% | -2.0% |
| 30D | -2.4% | -1.3% | -1.1% | -2.2% |
| 3M | +3.9% | -3.6% | +7.5% | +3.3% |
| 6M | +26.4% | -24.3% | +50.7% | +31.3% |
| YTD | -14.9% | -21.1% | +6.2% | -12.5% |
| 1Y | -20.4% | -10.3% | -10.1% | -21.7% |
| All | -20.4% | -11.2% | -9.2% | -21.7% |
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