+1,127.5%
ARES vs WU
-17.4%
+1,144.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.5% |
| 7D | +0.5% | -2.0% | +2.5% | +1.2% |
| 30D | +19.7% | +11.4% | +8.3% | +14.8% |
| 3M | -9.0% | -6.8% | -2.2% | -6.9% |
| 6M | +11.5% | -14.6% | +26.2% | +16.2% |
| YTD | -13.8% | -20.6% | +6.8% | -8.1% |
| 1Y | -5.6% | -15.4% | +9.8% | -2.0% |
| 3Y | +36.1% | -23.6% | +59.7% | +42.7% |
| 5Y | +82.7% | -43.4% | +126.1% | +113.5% |
| 10Y | +1,101.7% | -38.8% | +1,140.5% | +1,248.6% |
| All | +1,127.5% | -17.4% | +1,144.9% | +1,183.1% |
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 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