+1,157.4%
ARES vs WWD
+716.9%
+440.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.6% |
| 7D | +0.8% | +3.7% | -3.0% | -0.7% |
| 30D | +16.7% | +1.8% | +14.9% | +15.3% |
| 3M | -2.6% | -5.0% | +2.3% | -1.4% |
| 6M | +13.0% | -8.4% | +21.4% | +15.4% |
| YTD | -11.7% | +12.3% | -24.0% | -18.5% |
| 1Y | -6.7% | +26.2% | -32.9% | -18.4% |
| 3Y | +40.5% | +154.6% | -114.1% | -9.2% |
| 5Y | +88.2% | +195.3% | -107.0% | +13.2% |
| 10Y | +1,131.0% | +466.3% | +664.7% | +476.2% |
| All | +1,157.4% | +716.9% | +440.5% | +471.0% |
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 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