+1,164.6%
ARES vs WU
-15.1%
+1,179.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.6% |
| 7D | -1.7% | -0.8% | -0.8% | -1.4% |
| 30D | +0.3% | -1.1% | +1.4% | +0.6% |
| 3M | +8.5% | -3.9% | +12.3% | +8.4% |
| 6M | +23.5% | -20.7% | +44.1% | +32.3% |
| YTD | -11.2% | -18.4% | +7.1% | -6.1% |
| 1Y | -19.3% | -8.1% | -11.2% | -19.2% |
| 3Y | +48.7% | -24.2% | +72.8% | +56.3% |
| 5Y | +106.5% | -50.4% | +157.0% | +155.7% |
| 10Y | +1,055.3% | -40.0% | +1,095.4% | +1,201.8% |
| All | +1,164.6% | -15.1% | +1,179.7% | +1,211.4% |
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 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