+42.0%
ARES vs WU
-20.5%
+62.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.4% |
| 7D | +8.1% | +11.0% | -2.9% | +5.5% |
| 30D | +18.9% | +13.4% | +5.5% | +15.5% |
| 3M | +2.3% | +2.2% | +0.1% | +1.6% |
| 6M | +12.7% | -18.2% | +30.9% | +16.6% |
| YTD | -10.8% | -18.3% | +7.5% | -7.9% |
| 1Y | -5.3% | -12.2% | +6.8% | -4.0% |
| 3Y | +42.0% | -20.8% | +62.9% | +47.1% |
| All | +42.0% | -20.5% | +62.5% | +47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling