+1,164.6%
ARES vs WWD
+735.4%
+429.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.0% | -1.4% |
| 7D | -1.7% | +1.3% | -3.0% | -2.2% |
| 30D | +0.3% | -7.2% | +7.4% | +3.1% |
| 3M | +8.5% | -3.8% | +12.3% | +9.4% |
| 6M | +23.5% | -9.9% | +33.4% | +27.0% |
| YTD | -11.2% | +14.8% | -26.0% | -18.3% |
| 1Y | -19.3% | +42.1% | -61.4% | -32.7% |
| 3Y | +48.7% | +170.8% | -122.1% | -5.8% |
| 5Y | +106.5% | +197.5% | -91.0% | +24.2% |
| 10Y | +1,055.3% | +477.8% | +577.5% | +438.9% |
| All | +1,164.6% | +735.4% | +429.3% | +472.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling