+87.4%
ARES vs WWD
+190.4%
-103.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.9% | -0.7% | +2.0% |
| 7D | +5.0% | +4.2% | +0.8% | +2.8% |
| 30D | +19.1% | -0.8% | +19.9% | +18.8% |
| 3M | +3.1% | -8.2% | +11.3% | +6.3% |
| 6M | +12.9% | -9.8% | +22.7% | +16.4% |
| YTD | -10.7% | +10.4% | -21.1% | -19.0% |
| 1Y | -5.5% | +25.5% | -31.0% | -21.2% |
| 3Y | +45.0% | +155.8% | -110.8% | -22.8% |
| 5Y | +87.4% | +187.3% | -99.9% | -11.1% |
| All | +87.4% | +190.4% | -103.0% | -11.1% |
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