+43.2%
ARES vs WU
-27.2%
+70.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | -0.6% |
| 7D | -0.3% | -0.8% | +0.5% | -0.2% |
| 30D | +1.3% | -1.1% | +2.4% | +1.5% |
| 3M | +10.4% | -1.8% | +12.2% | +9.5% |
| 6M | +29.0% | -23.9% | +52.9% | +35.9% |
| YTD | -12.2% | -20.4% | +8.2% | -8.6% |
| 1Y | -18.4% | -10.6% | -7.9% | -17.9% |
| 3Y | +43.2% | -27.7% | +70.9% | +46.7% |
| All | +43.2% | -27.2% | +70.4% | +46.7% |
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 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