+97.0%
ARES vs WWD
+191.3%
-94.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.8% |
| 7D | -2.7% | +0.6% | -3.3% | -3.0% |
| 30D | -2.4% | -5.1% | +2.7% | -0.3% |
| 3M | +3.9% | -11.2% | +15.2% | +8.8% |
| 6M | +26.4% | -12.0% | +38.4% | +31.8% |
| YTD | -14.9% | +12.0% | -26.9% | -22.7% |
| 1Y | -20.4% | +42.8% | -63.2% | -37.9% |
| 3Y | +38.8% | +168.9% | -130.2% | -26.7% |
| 5Y | +97.0% | +192.2% | -95.2% | -7.0% |
| All | +97.0% | +191.3% | -94.3% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling