+1,171.2%
ARES vs WU
-15.0%
+1,186.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.6% |
| 7D | +8.1% | +11.0% | -2.9% | +3.9% |
| 30D | +18.9% | +13.4% | +5.5% | +13.4% |
| 3M | +2.3% | +2.2% | +0.1% | +1.2% |
| 6M | +12.7% | -18.2% | +30.9% | +19.4% |
| YTD | -10.8% | -18.3% | +7.5% | -5.8% |
| 1Y | -5.3% | -12.2% | +6.8% | -3.1% |
| 3Y | +42.0% | -20.8% | +62.9% | +46.9% |
| 5Y | +88.3% | -42.6% | +130.9% | +119.1% |
| 10Y | +1,148.2% | -35.5% | +1,183.7% | +1,277.6% |
| All | +1,171.2% | -15.0% | +1,186.2% | +1,214.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling