-6.9%
ARES vs WWD
+27.2%
-34.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +6.3% |
| 7D | +10.5% | +7.3% | +3.2% | +9.5% |
| 30D | +16.8% | -2.0% | +18.8% | +16.9% |
| 3M | -3.2% | -12.6% | +9.4% | -1.9% |
| 6M | +16.4% | -8.4% | +24.8% | +17.6% |
| YTD | -12.4% | +8.2% | -20.6% | -9.3% |
| 1Y | -6.9% | +26.5% | -33.4% | -6.4% |
| All | -6.9% | +27.2% | -34.1% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1y: compounded portfolio wealth divided by compounded WWD 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…
1y analysis · Full analysis span regression · 6 months rolling